Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$830,430
-$15,390 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#1,289
of 2,304 holders
Holding Since
Dec 2022
15 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, 2026Kearns & Associates LLC holds $2,155,360 across 3 Capital Markets names. SCHW ranks #2 (38.5% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,430 | 9,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $845,820 | 9,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $899,190 | 9,000 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $859,230 | 9,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $821,160 | 9,000 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $704,520 | 9,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $666,090 | 9,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $583,290 | 9,000 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $663,210 | 9,000 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $651,060 | 9,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $619,200 | 9,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $494,100 | 9,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $510,120 | 9,000 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $471,420 | 9,000 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $749,340 | 9,000 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||