Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,766,451
+$15,479,531 QoQ
Shares Held
170,873
+5496.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#409
of 2,304 holders
Holding Since
Mar 2020
23 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SNS Financial Group, LLC holds $21,646,351 across 4 Capital Markets names. SCHW ranks #1 (72.8% 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 | $15,766,451 | 170,873 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $286,920 | 3,053 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $312,018 | 3,123 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $300,825 | 3,151 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,398 | 3,128 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $242,510 | 3,098 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $225,064 | 3,041 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $219,121 | 3,381 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $251,282 | 3,410 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $245,014 | 3,387 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $232,062 | 3,373 | Shares | Sole | 2024-01-22 | |
| 2022-12-31 | $780,145 | 9,370 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $667,241 | 9,284 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $582,140 | 9,214 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $775,061 | 9,193 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $836,542 | 9,947 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $742,967 | 10,200 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $742,370 | 10,196 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $661,902 | 10,155 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $555,328 | 10,470 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $312,483 | 8,625 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $281,020 | 8,329 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $281,062 | 8,360 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||