Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$269,982
+$1,670 QoQ
Shares Held
2,926
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,800
of 2,303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CRA Financial Services, LLC holds $1,400,057 across 3 Capital Markets names. SCHW ranks #3 (19.3% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,982 | 2,926 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,312 | 2,855 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $294,334 | 2,946 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $280,968 | 2,943 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $264,048 | 2,894 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $237,188 | 3,030 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $253,854 | 3,430 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $223,918 | 3,455 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $240,597 | 3,265 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $260,641 | 3,603 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $247,886 | 3,603 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||