Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,501
-$1,227 QoQ
Shares Held
168
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,185
of 2,304 holders
Holding Since
Dec 2022
15 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, 2026SITTNER & NELSON, LLC holds $404,107 across 6 Capital Markets names. SCHW ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
227 | $229,580 | |
| 2 | MS |
Morgan Stanley
|
421 | $88,005 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
796 | $69,283 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
168 | $15,501 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
93 | $1,237 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5 | $501 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,501 | 168 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,728 | 178 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,783 | 178 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,556 | 142 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,956 | 142 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,115 | 142 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,509 | 142 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,203 | 142 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $10,463 | 142 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,272 | 142 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $40,729 | 592 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,500 | 592 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $33,554 | 592 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,008 | 592 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $37,467 | 450 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||