Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$790,384
-$36,358 QoQ
Shares Held
8,566
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,316
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, 2026REGATTA CAPITAL GROUP, LLC holds $2,378,590 across 4 Capital Markets names. SCHW ranks #2 (33.2% 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 | $790,384 | 8,566 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $826,742 | 8,797 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $885,202 | 8,860 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $844,718 | 8,848 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $878,276 | 9,626 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $750,626 | 9,589 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $701,466 | 9,478 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $622,240 | 9,601 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $703,444 | 9,546 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $686,361 | 9,488 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $643,830 | 9,358 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $518,256 | 9,440 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $518,678 | 9,151 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $338,898 | 6,470 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $538,692 | 6,470 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $416,127 | 5,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $365,812 | 5,790 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $397,100 | 4,710 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $395,017 | 4,697 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||