Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,162,786
+$36,248 QoQ
Shares Held
12,602
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,152
of 2,304 holders
Holding Since
Dec 2022
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, 2026Fiduciary Alliance LLC holds $26,530,892 across 4 Capital Markets names. SCHW ranks #4 (4.4% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,786 | 12,602 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,126,538 | 11,987 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $619,941 | 6,205 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $585,231 | 6,130 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $459,119 | 5,032 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $316,329 | 4,041 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $308,473 | 4,168 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $272,072 | 4,198 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $317,014 | 4,302 | Shares | Sole | 2024-07-10 | |
| 2023-06-30 | $92,501 | 1,632 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $15,652 | 188 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||