Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,768
-$51 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,263
of 2,304 holders
Holding Since
Dec 2022
12 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, 2026Richard W. Paul & Associates, LLC holds $520,935 across 6 Capital Markets names. SCHW ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
4,912 | $427,540 | |
| 2 | SBET |
Sharplink, Inc.
|
7,028 | $33,734 | |
| 3 | IREN |
IREN Ltd
|
565 | $25,837 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,742 | $23,186 | |
| 5 | PURR |
Hyperliquid Strategies Inc
|
1,000 | $7,870 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
30 | $2,768 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,768 | 30 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,819 | 30 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,298 | 13 | Shares | Sole | 2026-02-12 | |
| 2024-12-31 | $32,194 | 435 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $28,192 | 435 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $32,055 | 435 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $31,467 | 435 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $59,856 | 870 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $47,763 | 870 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $49,311 | 870 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $45,570 | 870 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $72,436 | 870 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||