Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$999,653
-$5,557 QoQ
Shares Held
10,834
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,215
of 2,304 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Future Fund LLC holds $8,646,765 across 4 Capital Markets names. SCHW ranks #3 (11.6% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $999,653 | 10,834 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,005,210 | 10,696 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,061,743 | 10,627 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,152,895 | 12,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $881,469 | 9,661 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $686,045 | 8,764 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $1,179,334 | 16,004 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $340,287 | 4,704 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $310,700 | 4,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $225,968 | 4,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $275,634 | 4,863 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||