Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,717,071
+$307,145 QoQ
Shares Held
29,447
+14.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#834
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 67%
Shared 33%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Dempze Nancy E holds $4,596,871 across 3 Capital Markets names. SCHW ranks #1 (59.1% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,717,071 | 29,447 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,409,926 | 25,643 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,024,272 | 20,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,082,818 | 11,342 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $680,192 | 7,455 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||