Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$784,664
-$74,961 QoQ
Shares Held
8,504
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,318
of 2,303 holders
Holding Since
Mar 2021
21 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, 2026Capital Investment Advisors, LLC holds $46,783,199 across 4 Capital Markets names. SCHW ranks #3 (1.7% of the industry book) .
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,664 | 8,504 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $859,625 | 8,604 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $832,975 | 8,725 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,263,309 | 13,846 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $625,926 | 7,996 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $520,068 | 7,027 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $428,718 | 6,615 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $463,583 | 6,291 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $426,371 | 5,894 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $481,600 | 7,000 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $287,621 | 5,239 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $282,436 | 4,983 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $292,908 | 5,592 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $371,173 | 4,458 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $304,728 | 4,240 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $237,746 | 3,763 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $309,249 | 3,668 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $302,423 | 3,596 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $261,349 | 3,588 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $260,514 | 3,578 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $229,955 | 3,528 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||