Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$742,588
+$7,759 QoQ
Shares Held
8,048
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,343
of 2,309 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Verity Asset Management, Inc. holds $1,639,833 across 4 Capital Markets names. SCHW ranks #1 (45.3% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,588 | 8,048 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $734,829 | 7,819 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $799,080 | 7,998 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,408,182 | 14,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $656,106 | 7,191 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,168,250 | 14,924 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $530,207 | 7,164 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $407,719 | 6,291 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $306,403 | 4,158 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $317,283 | 4,386 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $296,940 | 4,316 | Shares | Sole | 2024-02-08 | |
| 2022-03-31 | $241,716 | 2,867 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $254,066 | 3,021 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $219,976 | 3,020 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $204,668 | 2,811 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||