Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$121,796
-$7,426 QoQ
Shares Held
1,320
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,998
of 2,304 holders
Holding Since
Jun 2022
8 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, 2026VIRTUS ADVISERS, LLC holds $343,571 across 3 Capital Markets names. SCHW ranks #2 (35.5% 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 | $121,796 | 1,320 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $129,222 | 1,375 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $170,346 | 1,705 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $110,745 | 1,160 | Shares | Other | 2026-02-13 | |
| 2023-03-31 | $598,074 | 11,418 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $914,527 | 10,984 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $773,536 | 10,763 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $648,921 | 10,271 | Shares | Other | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||