Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$11,533,750
-$213,750 QoQ
Shares Held
125,000
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.37%
of 13F equity value
Holder Rank
#477
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BRIGHT ROCK CAPITAL MANAGEMENT, LLC holds $18,013,990 across 2 Capital Markets names. SCHW ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
125,000 | $11,533,750 | |
| 2 | MS |
Morgan Stanley
|
31,000 | $6,480,240 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,533,750 | 125,000 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $11,747,500 | 125,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $12,488,750 | 125,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $11,933,750 | 125,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,405,000 | 125,000 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||