Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,767,107
+$268,514 QoQ
Shares Held
40,827
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#731
of 2,304 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Asio Capital, LLC holds $13,706,408 across 3 Capital Markets names. SCHW ranks #3 (27.5% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,767,107 | 40,827 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,498,593 | 37,227 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||