JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in SCHW — Schwab Charles Corp
CIK 2006637
MILTON, GA
Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,163,308
-$155,872 QoQ
Shares Held
131,823
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#468
of 2,303 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $28,136,155 across 3 Capital Markets names. SCHW ranks #2 (43.2% of the industry book) .
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,163,308 | 131,823 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,319,180 | 131,083 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,972,214 | 129,839 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $12,365,369 | 129,521 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $11,647,059 | 127,653 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $9,969,192 | 127,353 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $9,422,435 | 127,313 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,193,345 | 126,421 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,029,235 | 122,530 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,845,011 | 122,270 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,304,848 | 120,710 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,560,001 | 119,490 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||