Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$203,639
-$3,023 QoQ
Shares Held
2,207
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,943
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Granite Harbor Advisors, Inc. holds $972,976 across 3 Capital Markets names. SCHW ranks #3 (20.9% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,639 | 2,207 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $206,662 | 2,199 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $213,108 | 2,133 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $204,210 | 2,139 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||