Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$293,326
-$16,995 QoQ
Shares Held
3,179
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,764
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OARSMAN CAPITAL, INC. holds $6,706,967 across 4 Capital Markets names. SCHW ranks #3 (4.4% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,326 | 3,179 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $310,321 | 3,302 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $314,516 | 3,148 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $299,584 | 3,138 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $286,219 | 3,137 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $311,710 | 3,982 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $339,187 | 4,583 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $300,264 | 4,633 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $281,348 | 3,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $276,194 | 3,818 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $255,041 | 3,707 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||