Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$616,917
-$11,433 QoQ
Shares Held
6,686
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,419
of 2,304 holders
Holding Since
Dec 2022
14 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, 2026RW Investment Management LLC holds $825,957 across 2 Capital Markets names. SCHW ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
6,686 | $616,917 | |
| 2 | MS |
Morgan Stanley
|
1,000 | $209,040 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,917 | 6,686 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $628,350 | 6,686 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $655,401 | 6,865 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $649,993 | 7,124 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $561,580 | 7,174 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $530,947 | 7,174 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $470,779 | 7,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $549,580 | 7,458 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $546,890 | 7,560 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $517,032 | 7,515 | Shares | Sole | 2024-06-06 | |
| 2023-09-30 | $412,573 | 7,515 | Shares | Sole | 2024-06-06 | |
| 2023-06-30 | $428,784 | 7,565 | Shares | Sole | 2024-06-06 | |
| 2023-03-31 | $391,016 | 7,465 | Shares | Sole | 2024-06-06 | |
| 2022-12-31 | $613,209 | 7,365 | Shares | Sole | 2024-06-06 | |
| No filing history on record for this holder in this stock. | ||||||