Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,328,964
-$30,644 QoQ
Shares Held
14,403
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,088
of 2,303 holders
Holding Since
Dec 2020
22 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, 2026Frisch Financial Group, Inc. holds $4,756,825 across 3 Capital Markets names. SCHW ranks #2 (27.9% of the industry book) .
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,328,964 | 14,403 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,359,608 | 14,467 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,473,272 | 14,746 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,405,222 | 14,719 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,376,994 | 15,092 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,179,131 | 15,063 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,126,728 | 15,224 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,062,495 | 16,394 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,205,421 | 16,358 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,213,575 | 16,776 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,729,769 | 25,142 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,877,031 | 34,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,526,052 | 26,924 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,414,626 | 27,007 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,216,381 | 26,620 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,894,708 | 26,363 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,644,701 | 26,032 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,427,874 | 16,936 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,181,049 | 25,934 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $1,919,708 | 26,366 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,705,760 | 26,170 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $674,350 | 12,714 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||