Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,925,347
-$4,286,508 QoQ
Shares Held
85,893
-33.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#543
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026Oak Harvest Investment Services holds $43,191,745 across 3 Capital Markets names. SCHW ranks #2 (18.3% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,925,347 | 85,893 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,211,855 | 129,941 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,733,535 | 57,387 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,486,421 | 46,993 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,075,325 | 44,666 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,284,002 | 41,952 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||