Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$21,683
-$402 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,156
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026LFA - Lugano Financial Advisors SA holds $144,636 across 3 Capital Markets names. SCHW ranks #3 (15.0% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,683 | 235 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,085 | 235 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,478 | 235 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $22,435 | 235 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $21,441 | 235 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||