Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,135,220
+$2,081,488 QoQ
Shares Held
23,141
+2863.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#910
of 2,304 holders
Holding Since
Mar 2021
13 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, 2026Systematic Alpha Investments, LLC holds $9,201,438 across 4 Capital Markets names. SCHW ranks #3 (23.2% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,135,220 | 23,141 | Shares | Sole | 2026-08-13 | |
| 2023-12-31 | $53,732 | 781 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $42,876 | 781 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $44,267 | 781 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $40,908 | 781 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $990,877 | 11,901 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $855,324 | 11,901 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $751,905 | 11,901 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,003,373 | 11,901 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,000,874 | 11,901 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $866,868 | 11,901 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $850,202 | 11,677 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $573,584 | 8,800 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||