Position in SCHW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$56,388
-$3,558 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Gould Capital, LLC holds $61,132 across 3 Capital Markets names. SCHW ranks #1 (92.2% of the industry book) .
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,388 | 600 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $59,946 | 600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,282 | 600 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $54,744 | 600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,968 | 600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $44,406 | 600 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $38,886 | 600 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $44,214 | 600 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $43,404 | 600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $55,040 | 800 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $43,920 | 800 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,344 | 800 | Shares | Sole | 2023-08-25 | |
| 2023-03-31 | $41,904 | 800 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $49,956 | 600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $43,122 | 600 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $37,908 | 600 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $50,586 | 600 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $50,460 | 600 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||