Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$384,027
-$7,023 QoQ
Shares Held
4,162
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,620
of 2,304 holders
Holding Since
Sep 2021
15 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, 2026Telos Capital Management, Inc. holds $35,298,262 across 3 Capital Markets names. SCHW ranks #3 (1.1% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,027 | 4,162 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $391,050 | 4,161 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $474,072 | 4,745 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $452,814 | 4,743 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $495,524 | 5,431 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $482,674 | 6,166 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $574,613 | 7,764 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $597,418 | 9,218 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,278,079 | 17,344 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,319,481 | 18,240 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,320,684 | 19,196 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $201,384 | 3,553 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $295,822 | 3,553 | Shares | Sole | 2023-01-27 | |
| 2021-12-31 | $244,142 | 2,903 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $217,281 | 2,983 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||