Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$655,209
-$97,570 QoQ
Shares Held
7,101
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,386
of 2,296 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OneAscent Financial Services LLC holds $1,798,723 across 4 Capital Markets names. SCHW ranks #1 (36.4% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,209 | 7,101 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $752,779 | 8,010 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $414,426 | 4,148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $206,024 | 2,158 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||