Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$336,324
+$62,230 QoQ
Shares Held
3,645
+27.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,681
of 2,304 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, 2026Confluence Wealth Services, Inc. holds $2,078,063 across 3 Capital Markets names. SCHW ranks #3 (16.2% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,324 | 3,645 | Shares | Sole | 2026-07-22 | |
| 2025-09-30 | $274,094 | 2,871 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $261,950 | 2,871 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $224,741 | 2,871 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $212,408 | 2,870 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 | $219,743 | 2,982 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $213,692 | 2,954 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $224,907 | 3,269 | Shares | Sole | 2024-01-25 | |
| 2021-12-31 | $1,261 | 15 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||