Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,763,095
-$110,302 QoQ
Shares Held
19,108
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#976
of 2,304 holders
Holding Since
Jun 2022
13 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, 2026Garde Capital, Inc. holds $2,552,280 across 3 Capital Markets names. SCHW ranks #1 (69.1% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,763,095 | 19,108 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,873,397 | 19,934 | Shares | Sole | 2026-04-29 | |
| 2025-06-30 | $4,105 | 45 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $3,522 | 45 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $131,757 | 1,788 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $219,768 | 3,038 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $114,552 | 1,665 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $173,648 | 3,163 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $473,731 | 8,358 | Shares | Sole | 2023-08-29 | |
| 2023-03-31 | $415,268 | 7,928 | Shares | Sole | 2023-05-25 | |
| 2022-12-31 | $516,794 | 6,207 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $254,922 | 3,547 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 | $471,954 | 7,470 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||