Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$562,293
+$14,108 QoQ
Shares Held
6,094
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,450
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Severin Investments, LLC holds $2,342,174 across 3 Capital Markets names. SCHW ranks #3 (24.0% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,293 | 6,094 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $548,185 | 5,833 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $608,351 | 6,089 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $539,787 | 5,654 | Shares | Sole | 2025-12-03 | |
| No filing history on record for this holder in this stock. | ||||||