Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$143,018
-$56,407 QoQ
Shares Held
1,550
-27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,982
of 2,304 holders
Holding Since
Jun 2023
12 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, 2026Truvestments Capital LLC holds $6,632,070 across 12 Capital Markets names. SCHW ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,998 | $5,225,581 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
38,658 | $514,537 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
14,240 | $389,321 | |
| 4 | SCHW |
Schwab Charles Corp
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|
1,550 | $143,018 | |
| 5 | HUT |
Hut 8 Corp.
|
1,139 | $131,491 | |
| 6 | GS |
Goldman Sachs Group Inc
|
99 | $100,125 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
535 | $53,649 | |
| 8 | SNEX |
StoneX Group Inc.
|
562 | $44,437 |
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,018 | 1,550 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $199,425 | 2,122 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $154,460 | 1,546 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $147,501 | 1,545 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $124,725 | 1,367 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $120,786 | 1,543 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $100,949 | 1,364 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,271 | 1,362 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $98,310 | 1,359 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $102,993 | 1,497 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $82,020 | 1,494 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $84,566 | 1,492 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||