Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$399,621
-$259,648 QoQ
Shares Held
4,331
-38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,602
of 2,304 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Inscription Capital, LLC holds $13,817,697 across 7 Capital Markets names. SCHW ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,191 | $9,295,501 | |
| 2 | MS |
Morgan Stanley
|
9,691 | $2,025,806 | |
| 3 | BGC |
BGC Group, Inc.
|
120,266 | $1,285,643 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
4,331 | $399,621 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,001 | $300,940 | |
| 6 | EVR |
Evercore Inc.
|
838 | $286,126 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
4,483 | $224,060 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,621 | 4,331 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $659,269 | 7,015 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $729,842 | 7,305 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $682,705 | 7,151 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $270,617 | 2,966 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $586,786 | 7,496 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $552,380 | 7,496 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $542,260 | 7,496 | Shares | Sole | 2024-07-17 | |
| 2021-06-30 | $403,367 | 5,540 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||