Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,470,230
+$34,404 QoQ
Shares Held
15,934
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,049
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026Fusion Capital, LLC holds $2,259,562 across 3 Capital Markets names. SCHW ranks #1 (65.1% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,230 | 15,934 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,435,826 | 15,278 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,546,506 | 15,479 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,425,939 | 14,936 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,368,052 | 14,994 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,107,427 | 14,147 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $893,670 | 12,075 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $780,182 | 12,038 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $641,176 | 8,701 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $655,545 | 9,062 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $511,115 | 7,429 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $307,604 | 5,603 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $335,829 | 5,925 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $266,404 | 5,086 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||