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Equibles

Redmond Asset Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1567890 HENRICO, VA
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,747,542
-$258,050 QoQ
Shares Held
83,966
-1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#551
of 2,314 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Redmond Asset Management, LLC holds $7,747,542 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
This page 		83,966 $7,747,542

All Filings in SCHW

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,747,542 83,966
2026-03-31 $8,005,592 85,184
2025-12-31 $9,171,438 91,797
2025-09-30 $8,945,920 93,704
2025-06-30 $8,727,197 95,651
2025-03-31 $7,671,987 98,007
2024-12-31 $7,314,260 98,828
2024-09-30 $6,803,688 104,979
2024-06-30 $7,864,933 106,730
2024-03-31 $7,990,676 110,460
2023-12-31 $8,005,224 116,355
2023-09-30 $6,324,150 115,194
2023-06-30 $6,137,423 108,282
2023-03-31 $4,026,660 76,874
2022-12-31 $2,181,828 26,205
2022-09-30 $1,892,696 26,335
2022-06-30 $1,677,681 26,554
2022-03-31 $2,368,942 28,098
2021-12-31 $2,472,876 29,404
2021-09-30 $2,572,198 35,313
2021-06-30 $2,619,339 35,975
2021-03-31 $2,385,913 36,605
2020-12-31 $1,943,703 36,646
2020-09-30 $1,535,463 42,381
2020-06-30 $1,621,207 48,050
2020-03-31 $1,573,416 46,800