Jackson, Grant Investment Advisers, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1650300
STAMFORD, CT
Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,720
-$106 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,238
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026Jackson, Grant Investment Advisers, Inc. holds $232,331 across 4 Capital Markets names. SCHW ranks #4 (2.5% of the industry book) .
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,720 | 62 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,826 | 62 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,194 | 62 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,919 | 62 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,656 | 62 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,853 | 62 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,588 | 62 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,018 | 62 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,568 | 62 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $4,485 | 62 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,265 | 62 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,403 | 62 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,514 | 62 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,247 | 62 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||