Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$366,127
-$110,633 QoQ
Shares Held
3,968
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,643
of 2,303 holders
Holding Since
Dec 2020
21 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, 2026CHILDRESS CAPITAL ADVISORS, LLC holds $25,143,359 across 6 Capital Markets names. SCHW ranks #4 (1.5% of the industry book) .
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,127 | 3,968 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $476,760 | 5,073 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $553,201 | 5,537 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $560,886 | 5,875 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $446,711 | 4,896 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $280,007 | 3,577 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $257,628 | 3,481 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $215,363 | 3,323 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $259,904 | 3,527 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $259,772 | 3,591 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $375,372 | 5,456 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $299,754 | 5,460 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $481,326 | 5,781 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $349,000 | 4,856 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $310,719 | 4,918 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $436,557 | 5,178 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $340,436 | 4,048 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $267,249 | 3,669 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,324 | 3,699 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $242,013 | 3,713 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $102,102 | 1,925 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||