Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$672,279
-$12,459 QoQ
Shares Held
7,286
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,383
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, 2026Accredited Investors Inc. holds $2,279,135 across 4 Capital Markets names. SCHW ranks #2 (29.5% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,279 | 7,286 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $684,738 | 7,286 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $787,490 | 7,882 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $709,533 | 7,432 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $659,391 | 7,227 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||