Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$443,726
+$17,339 QoQ
Shares Held
4,809
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,563
of 2,304 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,427,759 across 10 Capital Markets names. SCHW ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,702 | $982,906 | |
| 2 | GS |
Goldman Sachs Group Inc
|
866 | $875,846 | |
| 3 | EVR |
Evercore Inc.
|
1,491 | $509,087 | |
| 4 | SCHW |
Schwab Charles Corp
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|
4,809 | $443,726 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,367 | $368,202 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,327 | $331,568 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,714 | $308,011 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
4,295 | $255,853 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,726 | 4,809 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $426,387 | 4,537 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $793,185 | 7,939 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $757,936 | 7,939 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $717,146 | 7,860 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,075 | 4,421 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $327,198 | 4,421 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $291,645 | 4,500 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $303,086 | 4,113 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $297,534 | 4,113 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $262,678 | 3,818 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $227,011 | 4,135 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $234,371 | 4,135 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $214,862 | 4,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $359,017 | 4,312 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $308,178 | 4,288 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $252,467 | 3,996 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $427,283 | 5,068 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $423,948 | 5,041 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $397,178 | 5,455 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||