Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,114,666
+$1,246,720 QoQ
Shares Held
33,756
+69.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#784
of 2,304 holders
Holding Since
Mar 2022
3 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, 2026LRT Capital Management, LLC holds $3,114,666 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
33,756 | $3,114,666 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,114,666 | 33,756 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,867,946 | 19,876 | Shares | Sole | 2026-05-15 | |
| 2022-03-31 | $4,163,986 | 49,389 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||