Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$529,168
+$13,688 QoQ
Shares Held
5,735
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,484
of 2,304 holders
Holding Since
Dec 2020
23 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, 2026Diligent Investors, LLC holds $5,807,866 across 5 Capital Markets names. SCHW ranks #3 (9.1% of the industry book) .
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,168 | 5,735 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $515,480 | 5,485 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $572,983 | 5,735 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $547,520 | 5,735 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $523,261 | 5,735 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $448,935 | 5,735 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $424,447 | 5,735 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $371,685 | 5,735 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $417,453 | 5,665 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $416,533 | 5,758 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $409,979 | 5,959 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $317,486 | 5,783 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $327,780 | 5,783 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $302,913 | 5,783 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $431,536 | 5,183 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $372,502 | 5,183 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $333,779 | 5,283 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $436,978 | 5,183 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $435,890 | 5,183 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $377,529 | 5,183 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $377,374 | 5,183 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $348,647 | 5,349 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $270,450 | 5,099 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||