Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$461,350
-$8,550 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,544
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, 2026Viewpoint Capital Management LLC holds $2,603,378 across 3 Capital Markets names. SCHW ranks #2 (17.7% 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 | $461,350 | 5,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $469,900 | 5,000 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $499,550 | 5,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $477,350 | 5,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $456,200 | 5,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $391,400 | 5,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $370,050 | 5,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $324,050 | 5,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $368,450 | 5,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $361,700 | 5,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $344,000 | 5,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $274,500 | 5,000 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $283,400 | 5,000 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||