Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$344,443
-$11,741 QoQ
Shares Held
3,733
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,669
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gemmer Asset Management LLC holds $1,023,576 across 3 Capital Markets names. SCHW ranks #2 (33.7% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,443 | 3,733 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $356,184 | 3,790 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $512,338 | 5,128 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $686,238 | 7,188 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $908,567 | 9,958 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $830,002 | 10,603 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $781,915 | 10,565 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $679,468 | 10,484 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $779,198 | 10,574 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $976,662 | 13,501 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $871,420 | 12,666 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $698,218 | 12,718 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $719,495 | 12,694 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $664,230 | 12,681 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $1,047,993 | 12,587 | Shares | Other | 2023-01-20 | |
| 2022-09-30 | $904,196 | 12,581 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $794,867 | 12,581 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $1,060,451 | 12,578 | Shares | Other | 2022-04-20 | |
| 2021-12-31 | $1,395,387 | 16,592 | Shares | Other | 2022-01-21 | |
| 2021-09-30 | $1,299,247 | 17,837 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $1,298,711 | 17,837 | Shares | Other | 2021-07-23 | |
| 2021-03-31 | $1,343,424 | 20,611 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $1,554,920 | 29,316 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $1,134,578 | 31,316 | Shares | Other | 2020-10-21 | |
| 2020-06-30 | $1,056,601 | 31,316 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,052,843 | 31,316 | Shares | Other | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||