Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$302,737
-$5,611 QoQ
Shares Held
3,281
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,741
of 2,304 holders
Holding Since
Mar 2026
2 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, 2026Integrity Financial Corp /WA holds $1,274,554 across 3 Capital Markets names. SCHW ranks #3 (23.8% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,737 | 3,281 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $308,348 | 3,281 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||