Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$732,346
+$96,291 QoQ
Shares Held
7,937
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,349
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026Optas, LLC holds $4,706,420 across 5 Capital Markets names. SCHW ranks #3 (15.6% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,346 | 7,937 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $636,055 | 6,768 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $671,095 | 6,717 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $546,851 | 5,728 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $493,515 | 5,409 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $417,857 | 5,338 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $348,438 | 4,708 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $242,646 | 3,744 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $310,602 | 4,215 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $289,865 | 4,007 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $267,424 | 3,887 | Shares | Other | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||