Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,536,941
+$1,035,182 QoQ
Shares Held
16,657
+212.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#1,024
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026BayBridge Capital Group, LLC holds $4,275,853 across 3 Capital Markets names. SCHW ranks #2 (35.9% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,941 | 16,657 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $501,759 | 5,339 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $533,419 | 5,339 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $544,847 | 5,707 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $648,442 | 7,107 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $557,275 | 7,119 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,446,229 | 19,541 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,246,425 | 19,232 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,356,043 | 18,402 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,312,826 | 18,148 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,194,987 | 17,369 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||