Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$220,986
-$365,885 QoQ
Shares Held
2,395
-59.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,905
of 2,304 holders
Holding Since
Jun 2022
7 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, 2026MQS Management LLC holds $844,770 across 3 Capital Markets names. SCHW ranks #3 (26.2% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,986 | 2,395 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $586,871 | 5,874 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $299,871 | 3,141 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $285,946 | 3,134 | Shares | Sole | 2025-07-31 | |
| 2024-09-30 | $489,315 | 7,550 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $213,615 | 3,891 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $331,505 | 5,247 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||