Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$922,700
-$17,100 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,251
of 2,304 holders
Holding Since
Mar 2024
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, 2026BigSur Wealth Management LLC holds $8,017,623 across 4 Capital Markets names. SCHW ranks #3 (11.5% 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 | $922,700 | 10,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $939,800 | 10,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $999,100 | 10,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $954,700 | 10,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $912,400 | 10,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $782,800 | 10,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $740,100 | 10,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $648,100 | 10,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $736,900 | 10,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $723,400 | 10,000 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||