Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$32,478
-$602 QoQ
Shares Held
352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,121
of 2,304 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Main Street Group, LTD holds $172,416 across 6 Capital Markets names. SCHW ranks #3 (18.8% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,478 | 352 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $33,080 | 352 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $33,604 | 352 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $32,116 | 352 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $27,554 | 352 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,051 | 352 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,812 | 352 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $25,938 | 352 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $30,526 | 422 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,446 | 428 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||