Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,351,847
-$101,083 QoQ
Shares Held
14,651
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,082
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Canopy Partners, LLC holds $3,780,973 across 4 Capital Markets names. SCHW ranks #1 (35.8% 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 | $1,351,847 | 14,651 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,452,930 | 15,460 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,582,474 | 15,839 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,513,104 | 15,849 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,577,722 | 17,292 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,330,446 | 16,996 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,200,368 | 16,219 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $622,435 | 9,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $714,203 | 9,692 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $701,119 | 9,692 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $632,753 | 9,197 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||