Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$392,147
-$332,250 QoQ
Shares Held
4,250
-44.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,614
of 2,304 holders
Holding Since
Mar 2022
18 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, 2026Athena Investment Management holds $1,036,811 across 3 Capital Markets names. SCHW ranks #1 (37.8% 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 | $392,147 | 4,250 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $724,397 | 7,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $770,106 | 7,708 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $735,882 | 7,708 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $703,277 | 7,708 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $603,382 | 7,708 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $570,469 | 7,708 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $499,555 | 7,708 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $568,002 | 7,708 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $557,596 | 7,708 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $530,310 | 7,708 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $423,169 | 7,708 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $436,889 | 7,708 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $390,650 | 7,458 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $620,953 | 7,458 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $536,006 | 7,458 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $471,196 | 7,458 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $628,783 | 7,458 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||