Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,556
+$5,994 QoQ
Shares Held
342
+25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,127
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026Frazier Financial Advisors, LLC holds $126,790 across 4 Capital Markets names. SCHW ranks #3 (24.9% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,556 | 342 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,562 | 272 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $26,875 | 269 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $43,820 | 459 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $24,543 | 269 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $21,057 | 269 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $19,908 | 269 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,729 | 397 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $32,423 | 440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $31,829 | 440 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,272 | 440 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||