Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,971,717
+$112,417 QoQ
Shares Held
21,369
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#941
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, 2026Frank, Rimerman Advisors LLC holds $14,735,522 across 6 Capital Markets names. SCHW ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
38,149 | $7,974,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,903 | $2,936,007 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
21,369 | $1,971,717 | |
| 4 | LAZ |
Lazard, Inc.
|
17,139 | $718,809 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,892 | $587,196 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,456 | $547,127 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,971,717 | 21,369 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,859,300 | 19,784 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,486,759 | 24,890 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,987,208 | 20,815 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,815,493 | 19,898 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,294,281 | 16,534 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,040,728 | 14,062 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $911,811 | 14,069 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,325,683 | 17,990 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $127,173 | 1,758 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $126,110 | 1,833 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||