Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$43,920
-$9,554 QoQ
Shares Held
476
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,095
of 2,304 holders
Holding Since
Jun 2021
21 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, 2026Key Financial Inc holds $1,654,124 across 8 Capital Markets names. SCHW ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,044 | $636,317 | |
| 2 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 3 | SNEX |
StoneX Group Inc.
|
2,100 | $165,900 | |
| 4 | BGC |
BGC Group, Inc.
|
9,730 | $104,013 | |
| 5 | EVR |
Evercore Inc.
|
137 | $46,777 | |
| 6 | SCHW |
Schwab Charles Corp
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|
476 | $43,920 | |
| 7 | PJT |
PJT Partners Inc.
|
100 | $15,094 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67 | $8,986 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,920 | 476 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $53,474 | 569 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $47,557 | 476 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $45,443 | 476 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $43,430 | 476 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $37,261 | 476 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $34,192 | 462 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $29,942 | 462 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $32,939 | 447 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $32,335 | 447 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,753 | 447 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $24,540 | 447 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $25,335 | 447 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,585 | 183 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $15,236 | 183 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $13,152 | 183 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $11,561 | 183 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $15,428 | 183 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $15,390 | 183 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $13,329 | 183 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,630 | 146 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||