Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,007
+$9,422 QoQ
Shares Held
206
+102.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,173
of 2,312 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Osbon Capital Management LLC holds $470,653 across 8 Capital Markets names. SCHW ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
4,684 | $293,358 | |
| 2 | PJT |
PJT Partners Inc.
|
559 | $84,375 | |
| 3 | GS |
Goldman Sachs Group Inc
|
48 | $48,545 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
206 | $19,007 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
135 | $13,537 | |
| 6 | MS |
Morgan Stanley
|
30 | $6,271 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
52 | $4,526 | |
| 8 | NAKA |
Nakamoto Inc.
|
262 | $1,034 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,007 | 206 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,585 | 102 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,190 | 102 | Shares | Sole | 2026-03-16 | |
| No filing history on record for this holder in this stock. | ||||||