Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,194
-$8,045 QoQ
Shares Held
143
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,198
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026Dunhill Financial, LLC holds $478,390 across 12 Capital Markets names. SCHW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
400 | $404,548 | |
| 2 | MS |
Morgan Stanley
|
246 | $51,423 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
143 | $13,194 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
44 | $3,829 | |
| 5 | SF |
Stifel Financial Corp
|
36 | $2,511 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
32 | $1,599 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
21 | $644 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
9 | $246 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,194 | 143 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,239 | 226 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $23,778 | 238 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $20,144 | 211 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,627 | 248 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $25,206 | 322 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $24,645 | 333 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,804 | 213 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,653 | 131 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,331 | 129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,499 | 109 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||