Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,767,524
+$91,861 QoQ
Shares Held
19,156
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#974
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026Whelan Financial holds $2,226,165 across 3 Capital Markets names. SCHW ranks #1 (79.4% of the industry book) .
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,767,524 | 19,156 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,675,663 | 17,830 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,659,205 | 16,607 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,337,248 | 14,007 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $709,938 | 7,781 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $462,321 | 5,906 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||