Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,307,694
-$61,301 QoQ
Shares Held
35,848
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#773
of 2,304 holders
Holding Since
Dec 2021
19 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, 2026Annandale Capital, LLC holds $3,941,666 across 2 Capital Markets names. SCHW ranks #1 (83.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
35,848 | $3,307,694 | |
| 2 | CLSK |
Cleanspark, Inc.
|
43,572 | $633,972 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,307,694 | 35,848 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,368,995 | 35,848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,581,573 | 35,848 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,224 | 35,848 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,270,771 | 35,848 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,894,273 | 49,748 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,429,350 | 59,848 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,878,748 | 59,848 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,402,461 | 59,743 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,321,808 | 59,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,110,318 | 59,743 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,375,523 | 43,270 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,962,941 | 34,632 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,630,694 | 31,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,343,150 | 16,132 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,159,406 | 16,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,139,261 | 18,032 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $205,041 | 2,432 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $204,531 | 2,432 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||