Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$419,920
+$98,321 QoQ
Shares Held
4,551
+33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,582
of 2,304 holders
Holding Since
Jun 2023
13 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, 2026BlackDiamond Wealth Management, LLC holds $1,182,086 across 3 Capital Markets names. SCHW ranks #1 (35.5% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,920 | 4,551 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $321,599 | 3,422 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $341,991 | 3,423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $313,905 | 3,288 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $298,172 | 3,268 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $219,966 | 2,810 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $289,231 | 3,908 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $253,407 | 3,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,359 | 3,886 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $267,006 | 3,691 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $288,960 | 4,200 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $239,034 | 4,354 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $249,505 | 4,402 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||