Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,720,097
-$57,910 QoQ
Shares Held
18,642
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#983
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026TLWM holds $4,216,034 across 2 Capital Markets names. SCHW ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,940 | $2,495,937 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
18,642 | $1,720,097 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,720,097 | 18,642 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,778,007 | 18,919 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,822,458 | 18,241 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,791,303 | 18,763 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,613,761 | 17,687 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,375,144 | 17,567 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,218,278 | 16,461 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,021,794 | 15,766 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,228,338 | 16,669 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,182,831 | 16,351 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,144,556 | 16,636 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $907,551 | 16,531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $905,576 | 15,977 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $815,556 | 15,570 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||