Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$417,890
-$63,005 QoQ
Shares Held
4,529
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,586
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, 2026Colonial River Investments, LLC holds $3,707,457 across 5 Capital Markets names. SCHW ranks #3 (11.3% 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 | $417,890 | 4,529 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $480,895 | 5,117 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $529,123 | 5,296 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $434,293 | 4,549 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $405,561 | 4,445 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $306,935 | 3,921 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||