Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,181,978
-$21,905 QoQ
Shares Held
12,810
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,139
of 2,303 holders
Holding Since
Mar 2020
26 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, 2026Granite Investment Partners, LLC holds $1,409,831 across 2 Capital Markets names. SCHW ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
12,810 | $1,181,978 | |
| 2 | MS |
Morgan Stanley
|
1,090 | $227,853 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,978 | 12,810 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,203,883 | 12,810 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,279,847 | 12,810 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,221,156 | 12,791 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,167,050 | 12,791 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,001,279 | 12,791 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $946,661 | 12,791 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $828,984 | 12,791 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,112,055 | 15,091 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,091,682 | 15,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,516,420 | 22,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,237,500 | 22,541 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,334,303 | 23,541 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,478,739 | 28,231 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,039,073 | 36,501 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,228,041 | 31,001 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,468,821 | 39,076 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,285,223 | 38,966 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,357,776 | 39,926 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,923,506 | 40,136 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,918,880 | 40,089 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,485,704 | 38,136 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,056,944 | 38,781 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,455,757 | 40,181 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,355,706 | 40,181 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,372,402 | 40,821 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||