Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$310,396
-$3,591 QoQ
Shares Held
3,364
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,728
of 2,303 holders
Holding Since
Dec 2024
7 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, 2026Lantz Financial LLC holds $571,277 across 2 Capital Markets names. SCHW ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
3,364 | $310,396 | |
| 2 | MS |
Morgan Stanley
|
1,248 | $260,881 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,396 | 3,364 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $313,987 | 3,341 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $324,008 | 3,243 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $300,157 | 3,144 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $279,376 | 3,062 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $236,483 | 3,021 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $216,183 | 2,921 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||