Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$14,857,684
+$236,652 QoQ
Shares Held
161,024
+3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#422
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Elgethun Capital Management holds $14,996,552 across 2 Capital Markets names. SCHW ranks #1 (99.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
161,024 | $14,857,684 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
493 | $138,868 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,857,684 | 161,024 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,621,032 | 155,576 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,015,972 | 160,304 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,215,340 | 159,373 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,652,961 | 160,598 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,446,598 | 159,001 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,936,753 | 147,774 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,445,863 | 145,747 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,561,177 | 143,319 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,271,484 | 141,989 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,783,979 | 142,209 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,885,177 | 143,628 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,053,547 | 142,088 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,515,090 | 105,290 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,028,464 | 108,437 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,526,082 | 104,718 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,926,473 | 93,803 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,697,503 | 91,300 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,673,956 | 91,248 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,640,531 | 91,166 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,737,546 | 92,536 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,417,336 | 144,482 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,907,998 | 149,095 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,697,203 | 157,251 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,313,543 | 157,485 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,011,424 | 178,805 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||