Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,055
-$26,828 QoQ
Shares Held
575
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,082
of 2,309 holders
Holding Since
Mar 2022
4 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, 2026Roble, Belko & Company, Inc holds $70,590 across 5 Capital Markets names. SCHW ranks #1 (75.2% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,055 | 575 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $79,883 | 850 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $103,606 | 1,037 | Shares | Sole | 2026-01-12 | |
| 2022-03-31 | $29,508 | 350 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||