Raab & Moskowitz Asset Management LLC
Position in SCHW — Schwab Charles Corp
CIK 1616664
Chatham, NJ
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,480
-$5,402 QoQ
Shares Held
3,159
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,769
of 2,304 holders
Holding Since
Dec 2021
10 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, 2026Raab & Moskowitz Asset Management LLC holds $2,585,661 across 3 Capital Markets names. SCHW ranks #3 (11.3% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,480 | 3,159 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $296,882 | 3,159 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $315,615 | 3,159 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $307,508 | 3,221 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $318,792 | 3,494 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $647,140 | 8,267 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $606,956 | 8,201 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $205,402 | 2,467 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $207,992 | 2,467 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $207,474 | 2,467 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||