Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$436,252
+$15,974 QoQ
Shares Held
4,728
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,571
of 2,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LBMC INVESTMENT ADVISORS, LLC holds $2,134,313 across 3 Capital Markets names. SCHW ranks #3 (20.4% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,252 | 4,728 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $420,278 | 4,472 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $438,405 | 4,388 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $418,922 | 4,388 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $400,361 | 4,388 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $343,492 | 4,388 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $324,755 | 4,388 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $284,386 | 4,388 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $323,351 | 4,388 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $317,427 | 4,388 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||