Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$421,581
-$7,813 QoQ
Shares Held
4,569
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,579
of 2,304 holders
Holding Since
Dec 2020
23 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, 2026Orca Investment Management, LLC holds $1,408,667 across 2 Capital Markets names. SCHW ranks #2 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,722 | $987,086 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,569 | $421,581 |
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,581 | 4,569 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $429,394 | 4,569 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $456,488 | 4,569 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $443,076 | 4,641 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $423,444 | 4,641 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $363,688 | 4,646 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $343,850 | 4,646 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $342,261 | 5,281 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $431,086 | 5,850 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $425,069 | 5,876 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $460,960 | 6,700 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $367,830 | 6,700 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $390,865 | 6,896 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $361,212 | 6,896 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $574,160 | 6,896 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $495,615 | 6,896 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $447,061 | 7,076 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $607,032 | 7,200 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $605,520 | 7,200 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $549,869 | 7,549 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $618,593 | 8,496 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $665,683 | 10,213 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $541,697 | 10,213 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||