Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,853,265
-$52,878 QoQ
Shares Held
30,923
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#814
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026Mraz, Amerine & Associates, Inc. holds $33,697,022 across 2 Capital Markets names. SCHW ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JEF |
Jefferies Financial Group Inc.
|
617,122 | $30,843,757 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
30,923 | $2,853,265 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,853,265 | 30,923 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,906,143 | 30,923 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,089,516 | 30,923 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,971,217 | 31,122 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,839,571 | 31,122 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,440,144 | 31,172 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $2,303,339 | 31,122 | Shares | Sole | 2025-07-24 | |
| 2024-09-30 | $2,051,690 | 31,657 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $2,657,482 | 36,063 | Shares | Sole | 2025-07-24 | |
| 2024-03-31 | $2,714,775 | 37,528 | Shares | Sole | 2025-07-24 | |
| 2023-12-31 | $2,742,092 | 39,856 | Shares | Sole | 2025-07-24 | |
| 2023-09-30 | $2,575,962 | 46,921 | Shares | Sole | 2025-07-24 | |
| 2023-06-30 | $2,659,482 | 46,921 | Shares | Sole | 2025-07-24 | |
| 2023-03-31 | $2,457,721 | 46,921 | Shares | Sole | 2025-07-24 | |
| 2022-12-31 | $3,906,642 | 46,921 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,386,298 | 47,117 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,976,852 | 47,117 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,972,434 | 47,117 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,962,539 | 47,117 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,432,002 | 47,117 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,446,461 | 47,335 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,085,295 | 47,335 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,510,648 | 47,335 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,714,947 | 47,335 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,600,018 | 47,422 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,594,327 | 47,422 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||