Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$602,984
-$11,175 QoQ
Shares Held
6,535
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,427
of 2,304 holders
Holding Since
Jun 2024
9 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, 2026Weaver Capital Management LLC holds $2,732,587 across 3 Capital Markets names. SCHW ranks #3 (22.1% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,984 | 6,535 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $614,159 | 6,535 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $776,600 | 7,773 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $842,427 | 8,824 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $823,714 | 9,028 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $706,242 | 9,022 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $658,911 | 8,903 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $419,061 | 6,466 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $498,954 | 6,771 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||