Pointe Capital Management LLC
Position in SCHW — Schwab Charles Corp
CIK 1640335
GROSSE POINTE FARMS, MI
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,886
+$9,176 QoQ
Shares Held
5,461
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,505
of 2,304 holders
Holding Since
Dec 2020
21 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, 2026Pointe Capital Management LLC holds $2,292,200 across 3 Capital Markets names. SCHW ranks #2 (22.0% of the industry book) .
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,886 | 5,461 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $494,710 | 5,264 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $616,244 | 6,168 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $657,215 | 6,884 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $628,096 | 6,884 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $528,076 | 6,746 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $488,019 | 7,530 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $554,885 | 7,530 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $614,166 | 8,490 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $565,192 | 8,215 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $419,985 | 7,650 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $431,731 | 7,617 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $380,854 | 7,271 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $436,781 | 5,246 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $439,988 | 6,122 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $510,665 | 6,057 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $495,264 | 5,889 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $428,954 | 5,889 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $423,535 | 5,817 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $363,899 | 5,583 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $286,999 | 5,411 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||