Position in SCHW
as of Jun 30, 2026
· filed Sep 2, 2026
Position Value
$255,864
-$25,136 QoQ
Shares Held
2,773
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,837
of 2,314 holders
Holding Since
Dec 2023
4 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Second Line Capital, LLC holds $8,073,694 across 4 Capital Markets names. SCHW ranks #3 (3.2% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,864 | 2,773 | Shares | Sole | 2026-09-02 | |
| 2026-03-31 | $281,000 | 2,990 | Shares | Sole | 2026-05-15 | |
| 2024-03-31 | $1,590,250 | 21,983 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,513,944 | 22,005 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||