Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$245,807
-$3,897 QoQ
Shares Held
2,664
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,851
of 2,304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arkfeld Wealth Strategies, L.L.C. holds $5,863,554 across 3 Capital Markets names. SCHW ranks #3 (4.2% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,807 | 2,664 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $249,704 | 2,657 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $264,861 | 2,651 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $252,518 | 2,645 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $240,873 | 2,640 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||