Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,062,231
+$701,706 QoQ
Shares Held
65,701
+15.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#596
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Plato Investment Management Ltd holds $16,415,972 across 4 Capital Markets names. SCHW ranks #2 (36.9% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,062,231 | 65,701 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,360,525 | 57,039 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,698,766 | 57,039 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,445,513 | 57,039 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,127,251 | 34,275 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,414,468 | 30,844 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,599,578 | 21,613 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,346,038 | 20,769 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,607,473 | 21,814 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,728,781 | 23,898 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $181,356 | 2,636 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||