Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$452,676
-$7,826 QoQ
Shares Held
4,906
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,551
of 2,304 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aljian Capital Management, LLC holds $1,624,136 across 2 Capital Markets names. SCHW ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,604 | $1,171,460 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,906 | $452,676 |
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452,676 | 4,906 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $460,502 | 4,900 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $488,859 | 4,893 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $466,657 | 4,888 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $445,524 | 4,883 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $381,849 | 4,878 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $360,502 | 4,871 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $315,365 | 4,866 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||