Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$315,655
-$16,188 QoQ
Shares Held
3,421
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,717
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $12,642,915 across 5 Capital Markets names. SCHW ranks #3 (2.5% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,655 | 3,421 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $331,843 | 3,531 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $349,185 | 3,495 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||