LAZARI CAPITAL MANAGEMENT, INC.
Position in SCHW — Schwab Charles Corp
CIK 1986389
WOODLAND HILLS, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$582,408
-$7,034 QoQ
Shares Held
6,312
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,439
of 2,304 holders
Holding Since
Jun 2023
13 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $2,660,470 across 3 Capital Markets names. SCHW ranks #3 (21.9% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,408 | 6,312 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $589,442 | 6,272 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $632,630 | 6,332 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $602,511 | 6,311 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $575,541 | 6,308 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $536,061 | 6,848 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $615,319 | 8,314 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $572,920 | 8,840 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $678,021 | 9,201 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $689,472 | 9,531 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $655,457 | 9,527 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $467,363 | 8,513 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $288,161 | 5,084 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||