Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$214,066
-$3,685 QoQ
Shares Held
2,320
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,919
of 2,303 holders
Holding Since
Dec 2021
9 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, 2026CARDIFF PARK ADVISORS, LLC holds $429,795 across 2 Capital Markets names. SCHW ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,032 | $215,729 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,320 | $214,066 |
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,066 | 2,320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,751 | 2,317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,191 | 2,314 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,726 | 2,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $210,764 | 2,310 | Shares | Sole | 2025-08-14 | |
| 2022-09-30 | $336,135 | 4,677 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $297,072 | 4,702 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $393,643 | 4,669 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $390,560 | 4,644 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||