Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,004,540
-$1,485,248 QoQ
Shares Held
54,238
-21.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#643
of 2,303 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $65,220,984 across 3 Capital Markets names. SCHW ranks #2 (7.7% of the industry book) .
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,004,540 | 54,238 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,489,788 | 69,055 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $13,849,923 | 138,624 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $761,755 | 7,979 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $737,127 | 8,079 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $652,307 | 8,333 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $578,906 | 7,822 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $461,382 | 7,119 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $524,599 | 7,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $507,754 | 7,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $475,132 | 6,906 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $248,642 | 4,529 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $256,703 | 4,529 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $237,229 | 4,529 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,370,602 | 64,504 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,625,983 | 64,366 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,079,911 | 64,576 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,561,846 | 65,969 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $352,883 | 4,196 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $297,405 | 4,083 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||