Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$766,486
-$14,769 QoQ
Shares Held
8,307
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,326
of 2,304 holders
Holding Since
Sep 2023
9 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, 2026Ramirez Asset Management, Inc. holds $6,346,073 across 7 Capital Markets names. SCHW ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,729 | $5,169,350 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
8,307 | $766,486 | |
| 3 | GS |
Goldman Sachs Group Inc
|
250 | $252,842 | |
| 4 | PIPR |
Piper Sandler Companies
|
800 | $57,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
500 | $50,140 | |
| 6 | SNEX |
StoneX Group Inc.
|
600 | $47,400 | |
| 7 | XP |
XP Inc.
|
122 | $1,983 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,486 | 8,307 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $781,255 | 8,313 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $826,055 | 8,268 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $789,345 | 8,268 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $84,253 | 1,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $95,797 | 1,300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $94,042 | 1,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $89,440 | 1,300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,390 | 1,100 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||