Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,070,815
+$738,649 QoQ
Shares Held
22,443
+58.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#903
of 2,263 holders
Holding Since
Mar 2020
14 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, 2026Dynamic Technology Lab Private Ltd holds $3,938,321 across 6 Capital Markets names. SCHW ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
22,443 | $2,070,815 | |
| 2 | SNEX |
StoneX Group Inc.
|
11,488 | $1,361,328 | |
| 3 | GOLD |
Gold.com, Inc.
|
6,159 | $256,275 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
748 | $210,696 | |
| 5 | BTBT |
Bit Digital, Inc
|
11,080 | $19,944 | |
| 6 | SLNH |
Soluna Holdings, Inc
|
14,269 | $19,263 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,070,815 | 22,443 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,332,166 | 14,175 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,530,621 | 15,320 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,177,622 | 12,335 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,427,896 | 26,610 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,536,396 | 34,271 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $2,292,960 | 31,697 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $223,882 | 4,078 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $2,720,879 | 51,945 | Shares | Sole | 2023-05-12 | |
| 2022-03-31 | $864,599 | 10,255 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $521,167 | 6,197 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,542,354 | 23,663 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $944,078 | 27,981 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $579,272 | 17,230 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||