Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$243,592
-$4,515 QoQ
Shares Held
2,640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,858
of 2,303 holders
Holding Since
Dec 2021
9 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, 2026Broadleaf Partners, LLC holds $811,971 across 2 Capital Markets names. SCHW ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,719 | $568,379 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,640 | $243,592 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,592 | 2,640 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $248,107 | 2,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $263,762 | 2,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $252,040 | 2,640 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $240,873 | 2,640 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,659 | 2,640 | Shares | Sole | 2025-05-14 | |
| 2022-12-31 | $219,806 | 2,640 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $222,578 | 2,640 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $222,024 | 2,640 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||