AFFINITY INVESTMENT ADVISORS, LLC
Position in SCHW — Schwab Charles Corp
CIK 1520601
NEWPORT BEACH, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$740,835
+$16,250 QoQ
Shares Held
8,029
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,344
of 2,304 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $4,463,459 across 3 Capital Markets names. SCHW ranks #3 (16.6% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,835 | 8,029 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $724,585 | 7,710 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $312,618 | 3,129 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $225,213 | 2,359 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||