Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$393,992
-$7,302 QoQ
Shares Held
4,270
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,612
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026Broyhill Asset Management, LLC holds $1,189,389 across 2 Capital Markets names. SCHW ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,805 | $795,397 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,270 | $393,992 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,992 | 4,270 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $401,294 | 4,270 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $489,059 | 4,895 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $467,325 | 4,895 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $446,619 | 4,895 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,947,449 | 24,878 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,701,414 | 22,989 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||