Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$476,297
-$8,827 QoQ
Shares Held
5,162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,531
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 17%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $1,361,349 across 7 Capital Markets names. SCHW ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
5,162 | $476,297 | |
| 2 | MS |
Morgan Stanley
|
2,094 | $437,728 | |
| 3 | GS |
Goldman Sachs Group Inc
|
333 | $336,785 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,431 | $71,521 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
165 | $22,131 | |
| 6 | SF |
Stifel Financial Corp
|
186 | $12,977 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
39 | $3,910 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,297 | 5,162 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $485,124 | 5,162 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $506,942 | 5,074 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $462,837 | 4,848 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $233,483 | 2,559 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $176,834 | 2,259 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $167,188 | 2,259 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $146,405 | 2,259 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $175,234 | 2,378 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $97,224 | 1,344 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $92,467 | 1,344 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $65,880 | 1,200 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $68,016 | 1,200 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $62,856 | 1,200 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $99,912 | 1,200 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $86,244 | 1,200 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $75,816 | 1,200 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $101,172 | 1,200 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $100,920 | 1,200 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $87,408 | 1,200 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $87,372 | 1,200 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $78,216 | 1,200 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $63,648 | 1,200 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $43,476 | 1,200 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $40,488 | 1,200 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $40,344 | 1,200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||