Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$233,535
-$11,940 QoQ
Shares Held
2,531
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,890
of 2,309 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$9,547
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Strategic Blueprint, LLC holds $2,224,869 across 3 Capital Markets names. SCHW ranks #3 (10.5% of the industry book) .
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,535 | 2,531 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $245,475 | 2,612 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $245,378 | 2,456 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,547 | 100 | Put | Sole | 2025-10-23 | |
| 2025-09-30 | $327,939 | 3,435 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $306,201 | 3,356 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $315,233 | 4,027 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $596,890 | 8,065 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $600,983 | 9,273 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $735,352 | 9,979 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $846,956 | 11,708 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $699,833 | 10,172 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $517,322 | 9,423 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $515,958 | 9,103 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $778,785 | 14,868 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,186,205 | 14,247 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,127,927 | 15,694 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $958,630 | 15,173 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,153,698 | 13,684 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $571,543 | 6,796 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $508,641 | 6,983 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,334,607 | 18,330 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $445,635 | 6,837 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $339,562 | 6,402 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $632,938 | 17,470 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||