Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,815,764
-$1,502,011 QoQ
Shares Held
61,883
-19.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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 Mar 31, 2026FJ Capital Management LLC holds $22,606,499 across 4 Capital Markets names. SCHW ranks #2 (25.7% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,815,764 | 61,883 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,317,775 | 76,650 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,778,446 | 61,043 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||