Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,615,094
-$307,360 QoQ
Shares Held
17,504
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,004
of 2,304 holders
Holding Since
Sep 2023
12 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $16,549,475 across 8 Capital Markets names. SCHW ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
179,936 | $8,228,473 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,609 | $3,650,034 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
47,687 | $2,986,636 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
17,504 | $1,615,094 | |
| 5 | MS |
Morgan Stanley
|
237 | $49,542 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
138 | $18,509 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
30 | $921 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20 | $266 |
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,615,094 | 17,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,922,454 | 20,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,098,607 | 51,032 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,141,584 | 43,381 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,204,713 | 35,124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,284,577 | 54,734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $467,003 | 6,310 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $318,476 | 4,914 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $302,939 | 4,111 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $239,228 | 3,307 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $90,196 | 1,311 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $58,523 | 1,066 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||