Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,833,538
+$1,507,464 QoQ
Shares Held
84,898
+26.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#546
of 2,304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sendero Wealth Management, LLC holds $9,062,397 across 3 Capital Markets names. SCHW ranks #1 (86.4% of the industry book) .
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,833,538 | 84,898 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $6,326,074 | 67,313 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $6,560,290 | 65,662 | Shares | Other | 2026-01-13 | |
| 2025-09-30 | $6,902,480 | 72,300 | Shares | Other | 2025-10-08 | |
| 2025-06-30 | $8,149,556 | 89,320 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $9,298,489 | 118,785 | Shares | Other | 2025-04-10 | |
| 2024-12-31 | $8,053,027 | 108,810 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $8,231,647 | 127,012 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $10,199,801 | 138,415 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,552,886 | 145,879 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $8,573,649 | 124,617 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $6,624,179 | 120,659 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $5,439,579 | 95,970 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $2,903,580 | 55,433 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $4,655,732 | 55,918 | Shares | Other | 2023-02-01 | |
| 2022-09-30 | $6,348,276 | 88,330 | Shares | Other | 2022-10-27 | |
| 2022-06-30 | $4,852,792 | 76,809 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $5,392,719 | 63,963 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $5,335,219 | 63,439 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||