Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,432,676
-$26,739 QoQ
Shares Held
15,527
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,059
of 2,304 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Sep 30, 2025CallValue
$9,547
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Chicago Capital, LLC holds $4,236,322 across 3 Capital Markets names. SCHW ranks #2 (33.8% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,676 | 15,527 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,459,415 | 15,529 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,549,004 | 15,504 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,547 | 100 | Call | Sole | 2025-10-22 | |
| 2025-09-30 | $1,473,006 | 15,429 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,425,989 | 15,629 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,215,610 | 15,529 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,149,301 | 15,529 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $949,401 | 14,649 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,072,705 | 14,557 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $288,375 | 8,547 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $8,631,128 | 256,726 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||