Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,975
-$426 QoQ
Shares Held
249
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,151
of 2,304 holders
Holding Since
Jun 2023
13 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, 2026GABLES CAPITAL MANAGEMENT INC. holds $1,830,102 across 7 Capital Markets names. SCHW ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,380 | $1,395,690 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
2,015 | $126,199 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
400 | $112,672 | |
| 4 | MS |
Morgan Stanley
|
478 | $99,921 | |
| 5 | IREN |
IREN Ltd
|
1,150 | $52,589 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
249 | $22,975 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,975 | 249 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $23,401 | 249 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,877 | 249 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,772 | 249 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,718 | 249 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,663 | 149 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $11,027 | 149 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,656 | 149 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,979 | 149 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,778 | 149 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,251 | 149 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,180 | 149 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,445 | 149 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||