Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,585
-$605 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Osbon Capital Management LLC holds $363,890 across 9 Capital Markets names. SCHW ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
1,100 | $104,951 | |
| 2 | NAKA |
Nakamoto Inc.
|
10,500 | $92,820 | |
| 3 | PJT |
PJT Partners Inc.
|
559 | $78,103 | |
| 4 | GS |
Goldman Sachs Group Inc
|
48 | $40,607 | |
| 5 | BRR |
ProCap Financial, Inc.
|
9,500 | $20,045 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
102 | $9,585 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
135 | $9,355 | |
| 8 | MS |
Morgan Stanley
|
30 | $4,937 |
All Filings in SCHW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||