Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$196,073
-$3,634 QoQ
Shares Held
2,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,958
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026Ceeto Capital Group, LLC holds $6,779,568 across 3 Capital Markets names. SCHW ranks #3 (2.9% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,073 | 2,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,707 | 2,125 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $212,308 | 2,125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $289,560 | 3,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $193,885 | 2,125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,345 | 2,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $157,271 | 2,125 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $186,328 | 2,875 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||