Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$913,934
+$18,117 QoQ
Shares Held
9,905
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,257
of 2,303 holders
Holding Since
Mar 2024
10 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, 2026Herold Advisors, Inc. holds $4,480,501 across 3 Capital Markets names. SCHW ranks #3 (20.4% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,934 | 9,905 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $895,817 | 9,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $933,958 | 9,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $893,121 | 9,355 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $725,814 | 7,955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $832,742 | 10,638 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $932,303 | 12,597 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $807,467 | 12,459 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,241,971 | 16,854 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,145,142 | 15,830 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||