Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,405,456
-$35,445 QoQ
Shares Held
15,232
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.87%
of 13F equity value
Holder Rank
#1,070
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026Neumann Capital Management, LLC holds $1,781,728 across 2 Capital Markets names. SCHW ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
15,232 | $1,405,456 | |
| 2 | MS |
Morgan Stanley
|
1,800 | $376,272 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,405,456 | 15,232 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,440,901 | 15,332 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,490,857 | 14,922 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,435,105 | 15,032 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,380,643 | 15,132 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,189,073 | 15,190 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,114,960 | 15,065 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $975,390 | 15,050 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,101,149 | 14,943 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,080,976 | 14,943 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,021,680 | 14,850 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $814,441 | 14,835 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $840,847 | 14,835 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $777,057 | 14,835 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,250,481 | 15,019 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,100,545 | 15,313 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,027,496 | 16,263 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,371,133 | 16,263 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,407,329 | 16,734 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,263,264 | 17,343 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,262,743 | 17,343 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,130,416 | 17,343 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $930,480 | 17,543 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $644,314 | 17,784 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $600,032 | 17,784 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $597,898 | 17,784 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||