Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$326
+$9 QoQ
Shares Held
1,052
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,297
of 2,304 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Y.D. More Investments Ltd holds $513,417 across 6 Capital Markets names. SCHW ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
221 | $223,512 | |
| 2 | MS |
Morgan Stanley
|
982 | $205,276 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
210 | $59,152 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
287 | $24,980 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
1,052 | $326 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
509 | $171 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326 | 1,052 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $317 | 1,067 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $377 | 1,204 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $388 | 1,343 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $365 | 1,366 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $443 | 2,104 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $374 | 1,845 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $145 | 830 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $155 | 790 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||