Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,853,010
-$126,103 QoQ
Shares Held
41,758
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#720
of 2,304 holders
Holding Since
Jun 2022
17 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, 2026Goelzer Investment Management, Inc. holds $5,670,290 across 3 Capital Markets names. SCHW ranks #1 (68.0% of the industry book) .
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,853,010 | 41,758 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,979,113 | 42,340 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,187,827 | 41,916 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,862,238 | 40,455 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,742,756 | 41,021 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,282,750 | 41,936 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,095,912 | 41,831 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,791,237 | 43,068 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,383,328 | 45,913 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,389,997 | 46,862 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,587,094 | 52,138 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,981,893 | 54,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,153,051 | 55,629 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,001,740 | 57,307 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,643,576 | 55,772 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,079,054 | 42,842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,427,249 | 38,418 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||