Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,605,590
+$1,597,005 QoQ
Shares Held
17,401
+14900.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,009
of 2,304 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Menard Financial Group LLC holds $2,001,094 across 2 Capital Markets names. SCHW ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
17,401 | $1,605,590 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,944 | $395,504 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,590 | 17,401 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $8,585 | 116 | Shares | Sole | 2025-02-28 | |
| 2023-06-30 | $339,739 | 5,994 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $663,706 | 12,671 | Shares | Sole | 2023-05-12 | |
| 2021-12-31 | $285,267 | 3,392 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||