Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,301,306
-$70,091 QoQ
Shares Held
24,941
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#891
of 2,304 holders
Holding Since
Dec 2022
15 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, 20263Chopt Investment Partners, LLC holds $4,424,772 across 3 Capital Markets names. SCHW ranks #1 (52.0% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,301,306 | 24,941 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,371,397 | 25,233 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,386,450 | 23,886 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,198,960 | 23,033 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $2,082,553 | 22,825 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,890,618 | 24,152 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,003,598 | 27,072 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,908,136 | 29,442 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,417,842 | 32,811 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,405,377 | 33,251 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,327,985 | 33,837 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,058,969 | 37,504 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,150,779 | 37,946 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,852,837 | 35,373 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $2,675,393 | 32,133 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||