Eaton Financial Holdings Company, LLC
Position in SCHW — Schwab Charles Corp
CIK 1972322
Coral Springs, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$318,608
-$81,746 QoQ
Shares Held
3,453
-18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,717
of 2,309 holders
Holding Since
Jun 2025
5 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, 2026Eaton Financial Holdings Company, LLC holds $914,744 across 3 Capital Markets names. SCHW ranks #2 (34.8% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,608 | 3,453 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $400,354 | 4,260 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $473,573 | 4,740 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $501,694 | 5,255 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $832,473 | 9,124 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||