Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$112,015
-$2,076 QoQ
Shares Held
1,214
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,006
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026Sherman Asset Management, Inc. holds $633,480 across 4 Capital Markets names. SCHW ranks #3 (17.7% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,015 | 1,214 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $114,091 | 1,214 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,290 | 1,214 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $115,900 | 1,214 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $110,765 | 1,214 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $118,359 | 1,512 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $111,903 | 1,512 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||