Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,517
-$34,964 QoQ
Shares Held
2,585
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,874
of 2,304 holders
Holding Since
Sep 2021
15 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, 2026WIMMER ASSOCIATES 1, LLC holds $1,033,078 across 2 Capital Markets names. SCHW ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,801 | $794,561 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,585 | $238,517 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,517 | 2,585 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,481 | 2,910 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $292,136 | 2,924 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $279,154 | 2,924 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $266,785 | 2,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,890 | 2,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $220,845 | 2,984 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $206,626 | 2,804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $217,671 | 3,009 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $231,580 | 3,366 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $244,368 | 2,935 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,219 | 2,925 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $252,930 | 3,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $234,639 | 2,790 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $203,223 | 2,790 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||