Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$652,994
+$2,935 QoQ
Shares Held
7,077
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,395
of 2,309 holders
Holding Since
Mar 2021
22 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, 2026Relyea Zuckerberg Hanson LLC holds $4,245,179 across 3 Capital Markets names. SCHW ranks #3 (15.4% of the industry book) .
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,994 | 7,077 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $650,059 | 6,917 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $596,362 | 5,969 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $570,910 | 5,980 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $542,969 | 5,951 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $441,107 | 5,635 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $400,616 | 5,413 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $341,224 | 5,265 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $395,567 | 5,368 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $368,427 | 5,093 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $335,675 | 4,879 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $264,398 | 4,816 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $260,671 | 4,599 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $238,695 | 4,557 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $469,586 | 5,640 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $332,039 | 4,620 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $270,347 | 4,279 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $385,802 | 4,576 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $373,656 | 4,443 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $306,146 | 4,203 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $257,383 | 3,535 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $222,068 | 3,407 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||