Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$31,740
-$15,625 QoQ
Shares Held
344
-31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#47
of 52 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Byrne Asset Management LLC holds $562,521 across 4 Capital Markets names. SCHW ranks #4 (5.6% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,740 | 344 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $47,365 | 504 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $57,847 | 579 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $49,835 | 522 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $47,627 | 522 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $40,862 | 522 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $41,963 | 567 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $43,228 | 667 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $55,414 | 752 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $59,825 | 827 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $56,897 | 827 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $45,402 | 827 | Principal | Sole | 2023-10-31 | |
| 2023-06-30 | $46,874 | 827 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $57,722 | 1,102 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,579 | 55 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,952 | 55 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,474 | 55 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $12,646 | 150 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||