Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,718
+$10,215 QoQ
Shares Held
127
+693.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,202
of 2,304 holders
Holding Since
Jun 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, 2026First Pacific Financial holds $435,218 across 4 Capital Markets names. SCHW ranks #4 (2.7% 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 | $11,718 | 127 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,503 | 16 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $899 | 9 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $286 | 3 | Shares | Sole | 2025-10-21 | |
| 2024-12-31 | $9,251 | 125 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,101 | 125 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,211 | 125 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,042 | 125 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,600 | 125 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,862 | 125 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $7,085 | 125 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||