Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$237,133
-$9,940 QoQ
Shares Held
2,570
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,879
of 2,304 holders
Holding Since
Dec 2020
10 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, 2026D'Orazio & Associates, Inc. holds $1,090,408 across 3 Capital Markets names. SCHW ranks #3 (21.7% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,133 | 2,570 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,073 | 2,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $284,144 | 2,844 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $245,071 | 2,567 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $219,797 | 2,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $205,719 | 2,628 | Shares | Sole | 2025-04-17 | |
| 2021-09-30 | $43,266 | 594 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $35,458 | 487 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $31,677 | 486 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $17,184 | 324 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||