Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$752,738
+$123,824 QoQ
Shares Held
8,158
+21.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,331
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sterling Investment Counsel, LLC holds $1,351,469 across 2 Capital Markets names. SCHW ranks #1 (55.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
8,158 | $752,738 | |
| 2 | GS |
Goldman Sachs Group Inc
|
592 | $598,731 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,738 | 8,158 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $628,914 | 6,692 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $472,574 | 4,730 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||