Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$458,028
-$19,860 QoQ
Shares Held
4,964
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,548
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)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Operose Advisors LLC holds $4,770,205 across 6 Capital Markets names. SCHW ranks #3 (9.6% of the industry book) .
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,028 | 4,964 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $477,888 | 5,085 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $494,054 | 4,945 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $471,430 | 4,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $488,407 | 5,353 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $418,406 | 5,345 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $363,611 | 4,913 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $862,102 | 13,302 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $979,340 | 13,290 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $960,675 | 13,280 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $918,892 | 13,356 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $767,337 | 13,977 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $767,447 | 13,540 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $712,210 | 13,597 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,040,000 | 12,491 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $322,336 | 4,485 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $292,081 | 4,623 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $389,174 | 4,616 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $387,701 | 4,610 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||