Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$322,852
-$22,618 QoQ
Shares Held
3,499
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,704
of 2,304 holders
Holding Since
Jun 2023
13 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, 2026Coastwise Capital Group, LLC holds $717,310 across 2 Capital Markets names. SCHW ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,887 | $394,458 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,499 | $322,852 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,852 | 3,499 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $345,470 | 3,676 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $476,270 | 4,767 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $454,341 | 4,759 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $433,481 | 4,751 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $394,766 | 5,043 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $463,154 | 6,258 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $392,100 | 6,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,987 | 5,143 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $458,563 | 6,339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $325,217 | 4,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $291,738 | 5,314 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,691 | 5,605 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||