Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$312,333
-$4,943 QoQ
Shares Held
3,385
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,725
of 2,304 holders
Holding Since
Dec 2020
19 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, 2026CWS Financial Advisors, LLC holds $1,039,283 across 3 Capital Markets names. SCHW ranks #2 (30.1% of the industry book) .
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,333 | 3,385 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $317,276 | 3,376 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $336,396 | 3,367 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $320,779 | 3,360 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $305,836 | 3,352 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $262,394 | 3,352 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,081 | 3,352 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $217,243 | 3,352 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $247,008 | 3,352 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $242,411 | 3,351 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $233,988 | 3,401 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $331,541 | 3,982 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $252,335 | 3,511 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $215,633 | 3,413 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $288,424 | 3,421 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $286,696 | 3,409 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $250,612 | 3,442 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $259,546 | 3,982 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $208,235 | 3,926 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||