Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,320,879
+$1,180,367 QoQ
Shares Held
166,044
+10.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#417
of 2,304 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $24,796,290 across 4 Capital Markets names. SCHW ranks #1 (61.8% of the industry book) .
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,320,879 | 166,044 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,140,512 | 150,463 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,798,870 | 128,104 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,661,421 | 111,673 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,875,380 | 86,315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,679,527 | 72,554 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,791,777 | 64,745 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,775,052 | 58,248 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,731,808 | 50,642 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,175,726 | 43,900 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||