Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,506,123
-$84,300 QoQ
Shares Held
16,323
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,037
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026Next Capital Management LLC holds $3,440,464 across 3 Capital Markets names. SCHW ranks #2 (43.8% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,123 | 16,323 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,590,423 | 16,923 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,630,830 | 16,323 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,562,414 | 26,840 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,522,248 | 16,684 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,251,070 | 15,982 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,357,491 | 18,342 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,840,344 | 28,396 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,875,330 | 66,160 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $4,705,572 | 65,048 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,395,425 | 63,887 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,450,300 | 62,847 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,562,167 | 62,847 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,962,469 | 37,466 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||