Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,803,140
+$20,434 QoQ
Shares Held
19,542
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#967
of 2,304 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026CIDEL ASSET MANAGEMENT INC holds $5,902,735 across 4 Capital Markets names. SCHW ranks #2 (30.5% 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 | $1,803,140 | 19,542 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,782,706 | 18,969 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,801,177 | 18,028 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,721,133 | 18,028 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,669,418 | 18,297 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,432,289 | 18,297 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,354,160 | 18,297 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,185,828 | 18,297 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,330,178 | 18,051 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,305,809 | 18,051 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,214,870 | 17,658 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $785,070 | 14,300 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $810,524 | 14,300 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||