Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$638,692
-$2,063 QoQ
Shares Held
6,922
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,400
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, 2026Arcataur Capital Management LLC holds $3,001,791 across 3 Capital Markets names. SCHW ranks #3 (21.3% 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 | $638,692 | 6,922 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $640,755 | 6,818 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $682,185 | 6,828 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $645,186 | 6,758 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $623,899 | 6,838 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $542,715 | 6,933 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $547,525 | 7,398 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $430,856 | 6,648 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $478,837 | 6,498 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $471,512 | 6,518 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $448,438 | 6,518 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $360,034 | 6,558 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $388,711 | 6,858 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||