Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,245,481
-$41,616 QoQ
Shares Held
24,336
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#899
of 2,304 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 90%
Shared 10%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Greenline Partners, LLC holds $4,730,528 across 3 Capital Markets names. SCHW ranks #1 (47.5% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,245,481 | 24,336 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,287,097 | 24,336 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,504,343 | 25,066 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,323,357 | 24,336 | Shares | Other | 2025-11-17 | |
| 2025-06-30 | $2,287,021 | 25,066 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,905,021 | 24,336 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,801,106 | 24,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,577,215 | 24,336 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,793,319 | 24,336 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $1,677,998 | 23,196 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,580,611 | 22,974 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $714,907 | 13,022 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $738,086 | 13,022 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $629,083 | 12,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $999,952 | 12,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $682,693 | 9,499 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $210,690 | 2,499 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $210,165 | 2,499 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||