Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,050
-$425 QoQ
Shares Held
304
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,135
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026Battery Global Advisors, LLC holds $375,778 across 3 Capital Markets names. SCHW ranks #3 (7.5% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,050 | 304 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,475 | 303 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,366 | 374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,736 | 301 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,372 | 300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,405 | 299 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $22,054 | 298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,248 | 297 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||