Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,726,301
-$50,526 QoQ
Shares Held
29,547
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#832
of 2,309 holders
Holding Since
Mar 2020
24 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, 2026Kintegral Advisory, LLC holds $23,215,945 across 3 Capital Markets names. SCHW ranks #2 (11.7% of the industry book) .
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,301 | 29,547 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $2,776,827 | 29,547 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,082,922 | 30,857 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,026,589 | 31,702 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,905,446 | 31,844 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $2,496,584 | 31,893 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $2,368,320 | 32,000 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,170,551 | 33,491 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,500,301 | 33,930 | Shares | Defined | 2024-07-26 | |
| 2023-09-30 | $1,406,208 | 25,614 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $1,452,651 | 25,629 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,342,447 | 25,629 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $2,248,519 | 27,006 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,018,755 | 42,003 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,653,749 | 42,003 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,466,321 | 41,114 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,380,399 | 40,195 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,927,803 | 40,195 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $2,926,597 | 40,195 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,619,910 | 40,195 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,131,942 | 40,195 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,168,924 | 32,264 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,123,609 | 33,302 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,119,613 | 33,302 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||