Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,798
-$88 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,246
of 2,304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Dec 31, 2022CallValue
$4,329
CallShares
52
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Paladin Advisory Group, LLC holds $452,797 across 3 Capital Markets names. SCHW ranks #3 (1.1% of the industry book) .
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,798 | 52 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $4,886 | 52 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $5,195 | 52 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $4,964 | 52 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $4,744 | 52 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $4,070 | 52 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $3,848 | 52 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $3,370 | 52 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,831 | 52 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $3,761 | 52 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $3,577 | 52 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $2,854 | 52 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,947 | 52 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,723 | 52 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $4,329 | 52 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $3,737 | 52 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $3,285 | 52 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $4,384 | 52 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $4,373 | 52 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||