Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$624,667
-$11,577 QoQ
Shares Held
6,770
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,412
of 2,309 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alta Advisers Ltd holds $3,044,875 across 4 Capital Markets names. SCHW ranks #3 (20.5% of the industry book) .
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,667 | 6,770 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $636,244 | 6,770 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $676,390 | 6,770 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $827,724 | 8,670 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $791,050 | 8,670 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $678,687 | 8,670 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $367,829 | 4,970 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $259,240 | 4,000 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $294,760 | 4,000 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $289,360 | 4,000 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $275,200 | 4,000 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $219,600 | 4,000 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $226,720 | 4,000 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $209,520 | 4,000 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $333,040 | 4,000 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $287,480 | 4,000 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||