Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$353,578
-$5,331 QoQ
Shares Held
3,832
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,658
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026Semus Wealth Partners LLC holds $2,609,787 across 3 Capital Markets names. SCHW ranks #2 (13.5% 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 | $353,578 | 3,832 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $358,909 | 3,819 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $390,847 | 3,912 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $408,707 | 4,281 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $389,321 | 4,267 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $348,737 | 4,455 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $327,198 | 4,421 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $285,682 | 4,408 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $274,421 | 3,724 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $244,726 | 3,383 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $231,993 | 3,372 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||