Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$573,458
-$50,569 QoQ
Shares Held
6,215
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,444
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026GARRISON POINT ADVISORS, LLC holds $790,441 across 2 Capital Markets names. SCHW ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
6,215 | $573,458 | |
| 2 | MS |
Morgan Stanley
|
1,038 | $216,983 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,458 | 6,215 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $624,027 | 6,640 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $680,886 | 6,815 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $650,628 | 6,815 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $625,450 | 6,855 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $536,609 | 6,855 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $522,140 | 7,055 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $457,234 | 7,055 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $519,882 | 7,055 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $510,358 | 7,055 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $485,384 | 7,055 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $387,319 | 7,055 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $402,711 | 7,105 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $376,350 | 7,185 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $598,223 | 7,185 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $516,385 | 7,185 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $453,948 | 7,185 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $605,767 | 7,185 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $613,089 | 7,290 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $531,003 | 7,290 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $530,784 | 7,290 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $475,162 | 7,290 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $386,661 | 7,290 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $264,116 | 7,290 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $245,964 | 7,290 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $245,089 | 7,290 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||