Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$523,170
-$9,696 QoQ
Shares Held
5,670
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,492
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026JTC Employer Solutions Trustee Ltd holds $1,623,688 across 9 Capital Markets names. SCHW ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
5,670 | $523,170 | |
| 2 | MS |
Morgan Stanley
|
1,500 | $313,560 | |
| 3 | IREN |
IREN Ltd
|
4,710 | $215,388 | |
| 4 | GLXY |
Galaxy Digital Inc.
|
5,396 | $147,526 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
5,372 | $147,085 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
10,800 | $143,748 | |
| 7 | CLSK |
Cleanspark, Inc.
|
6,351 | $92,407 | |
| 8 | SF |
Stifel Financial Corp
|
481 | $33,559 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,170 | 5,670 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $532,866 | 5,670 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $566,489 | 5,670 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $541,314 | 5,670 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $517,330 | 5,670 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $443,847 | 5,670 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $173,923 | 2,350 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $152,303 | 2,350 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $173,171 | 2,350 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $169,999 | 2,350 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $161,680 | 2,350 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||