Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,368,637
-$75,905 QoQ
Shares Held
58,184
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#623
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $49,161,292 across 5 Capital Markets names. SCHW ranks #3 (10.9% 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 | $5,368,637 | 58,184 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $5,444,542 | 57,933 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $5,904,581 | 59,099 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,994,277 | 125,634 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $11,644,596 | 127,626 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $4,173,263 | 53,312 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,894,184 | 52,617 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,301,772 | 20,086 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,538,868 | 20,883 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,628,372 | 22,510 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,474,039 | 21,425 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||