Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,059,905
-$23,496 QoQ
Shares Held
11,487
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,183
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026VICUS CAPITAL holds $1,798,534 across 3 Capital Markets names. SCHW ranks #1 (58.9% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,059,905 | 11,487 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,083,401 | 11,528 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,307,322 | 13,085 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $568,523 | 5,955 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||