Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,448,152
+$72,632 QoQ
Shares Held
48,208
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#676
of 2,304 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $11,499,087 across 2 Capital Markets names. SCHW ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FUTU |
Futu Holdings Ltd
|
75,218 | $7,050,935 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
48,208 | $4,448,152 |
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,448,152 | 48,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,375,520 | 46,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,742,527 | 47,468 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,632,013 | 48,518 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||