Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$221,171
-$2,695,279 QoQ
Shares Held
2,397
-94.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,903
of 2,304 holders
Holding Since
Sep 2023
4 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, 2026Banco BTG Pactual S.A. holds $1,856,016 across 3 Capital Markets names. SCHW ranks #2 (11.9% 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 | $221,171 | 2,397 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $2,916,450 | 45,000 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,376,000 | 20,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,961,148 | 90,367 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||