Position in SCHW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,005,592
-$1,165,846 QoQ
Shares Held
85,184
-7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.5071374906085651.ToString("F0")%
Shared 0.ToString("F0")%
None 99.49286250939143.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Redmond Asset Management, LLC holds $8,357,344 across 2 Capital Markets names. SCHW ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
85,184 | $8,005,592 | |
| 2 | BTBT |
Bit Digital, Inc
|
268,513 | $351,752 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,005,592 | 85,184 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,171,438 | 91,797 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,945,920 | 93,704 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,727,197 | 95,651 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,671,987 | 98,007 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,314,260 | 98,828 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,803,688 | 104,979 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,864,933 | 106,730 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,990,676 | 110,460 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,005,224 | 116,355 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,324,150 | 115,194 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,137,423 | 108,282 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,026,660 | 76,874 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,181,828 | 26,205 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,892,696 | 26,335 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,677,681 | 26,554 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,368,942 | 28,098 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,472,876 | 29,404 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,572,198 | 35,313 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,619,339 | 35,975 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,385,913 | 36,605 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,943,703 | 36,646 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,535,463 | 42,381 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,621,207 | 48,050 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,573,416 | 46,800 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||