Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$465,594
+$81,216 QoQ
Shares Held
5,046
+23.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,541
of 2,304 holders
Holding Since
Sep 2023
9 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, 2026New Republic Capital, LLC holds $23,622,735 across 4 Capital Markets names. SCHW ranks #3 (2.0% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,594 | 5,046 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $384,378 | 4,090 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $512,638 | 5,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $237,338 | 2,486 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $209,943 | 2,301 | Shares | Sole | 2025-08-12 | |
| 2024-06-30 | $222,838 | 3,024 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $213,258 | 2,948 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $290,198 | 4,218 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $201,208 | 3,665 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||