Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$843,901
-$275,212 QoQ
Shares Held
9,146
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,283
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026SYON CAPITAL LLC holds $20,010,381 across 10 Capital Markets names. SCHW ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,114 | $8,206,256 | |
| 2 | EVR |
Evercore Inc.
|
13,485 | $4,604,318 | |
| 3 | MS |
Morgan Stanley
|
20,251 | $4,233,269 | |
| 4 | SCHW |
Schwab Charles Corp
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|
9,146 | $843,901 | |
| 5 | NMR |
Nomura Holdings Inc
|
73,044 | $641,326 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,751 | $413,527 | |
| 7 | SF |
Stifel Financial Corp
|
4,798 | $334,756 | |
| 8 | FUTU |
Futu Holdings Ltd
|
3,024 | $283,469 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,901 | 9,146 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,119,113 | 11,908 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,258,866 | 12,600 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $933,696 | 9,780 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $438,134 | 4,802 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||