Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$69,202,500
-$1,282,500 QoQ
Shares Held
750,000
0.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.67%
of 13F equity value
Holder Rank
#179
of 2,313 holders
Holding Since
Mar 2023
14 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, 2026Paralel Advisors LLC holds $173,227,786 across 3 Capital Markets names. SCHW ranks #2 (39.9% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,202,500 | 750,000 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $70,485,000 | 750,000 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $74,932,500 | 750,000 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $71,602,500 | 750,000 | Shares | Other | 2025-11-04 | |
| 2025-06-30 | $68,430,000 | 750,000 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $58,710,000 | 750,000 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $55,507,500 | 750,000 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $48,607,500 | 750,000 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $55,267,500 | 750,000 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $54,255,000 | 750,000 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $51,600,000 | 750,000 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $41,175,000 | 750,000 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $42,510,000 | 750,000 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $18,333,000 | 350,000 | Shares | Other | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||