Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$551,590
+$3,405 QoQ
Shares Held
5,978
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,463
of 2,304 holders
Holding Since
Mar 2021
21 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, 2026WNY Asset Management, LLC holds $1,243,587 across 3 Capital Markets names. SCHW ranks #2 (44.4% of the industry book) .
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,590 | 5,978 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $548,185 | 5,833 | Shares | Sole | 2026-05-22 | |
| 2025-09-30 | $557,831 | 5,843 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $577,640 | 6,331 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $503,496 | 6,432 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $504,600 | 6,818 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $508,758 | 7,850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $588,562 | 7,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $728,970 | 10,077 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $710,497 | 10,327 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $583,532 | 10,629 | Shares | Sole | 2023-12-14 | |
| 2023-06-30 | $538,743 | 9,505 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $390,126 | 7,448 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $509,384 | 6,118 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $260,744 | 3,628 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $229,217 | 3,628 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $305,876 | 3,628 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $305,114 | 3,628 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $264,263 | 3,628 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $264,154 | 3,628 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $236,473 | 3,628 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||