Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$785,032
+$30,937 QoQ
Shares Held
8,508
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,317
of 2,304 holders
Holding Since
Sep 2021
20 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, 2026TOWNSQUARE CAPITAL LLC holds $6,461,924 across 5 Capital Markets names. SCHW ranks #4 (12.1% of the industry book) .
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,032 | 8,508 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $754,095 | 8,024 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $734,038 | 7,347 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $768,627 | 8,051 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $989,223 | 10,842 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,955,339 | 139,951 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,580,164 | 61,886 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,921,844 | 60,513 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,738,634 | 64,305 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $17,241,730 | 238,343 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,550,777 | 196,959 | Shares | Other | 2024-02-15 | |
| 2023-09-30 | $10,774,123 | 196,250 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $10,350,558 | 182,614 | Shares | Other | 2023-11-13 | |
| 2023-03-31 | $5,326,154 | 101,683 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $983,799 | 11,816 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $747,735 | 10,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,543 | 9,347 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $282,522 | 3,351 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $341,361 | 4,059 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $350,870 | 4,817 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||