Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$745,726
-$1,000,704 QoQ
Shares Held
8,082
-56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,337
of 2,303 holders
Holding Since
Sep 2022
16 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, 2026JB Capital LLC holds $1,347,932 across 3 Capital Markets names. SCHW ranks #1 (55.3% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,726 | 8,082 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,746,430 | 18,583 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,013,084 | 40,167 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,313,907 | 45,186 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,351,144 | 47,689 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,789,456 | 48,409 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,664,457 | 49,513 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,124,490 | 48,210 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,133,519 | 42,523 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,555,482 | 35,326 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,195,408 | 31,910 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $2,869,513 | 52,268 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,919,422 | 69,150 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,615,058 | 69,016 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $5,454,862 | 65,516 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,503,949 | 62,668 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||