Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$560,078
-$10,380 QoQ
Shares Held
6,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,458
of 2,309 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Alpha Family Trust holds $1,401,464 across 2 Capital Markets names. SCHW ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,025 | $841,386 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
6,070 | $560,078 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,078 | 6,070 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $570,458 | 6,070 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $606,453 | 6,070 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $579,502 | 6,070 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $553,826 | 6,070 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $475,159 | 6,070 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $449,240 | 6,070 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $393,396 | 6,070 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $447,298 | 6,070 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $439,103 | 6,070 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $417,616 | 6,070 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $255,834 | 4,660 | Shares | Defined | 2023-11-02 | |
| 2022-12-31 | $322,632 | 3,875 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||