Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$418,905
-$48,457 QoQ
Shares Held
4,540
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,585
of 2,304 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fielder Capital Group LLC holds $2,390,349 across 4 Capital Markets names. SCHW ranks #4 (17.5% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,905 | 4,540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $467,362 | 4,973 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $463,882 | 4,643 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $405,079 | 4,243 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $386,857 | 4,240 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $347,563 | 4,440 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $249,931 | 3,377 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $203,503 | 3,140 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $234,260 | 3,179 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $228,739 | 3,162 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $215,206 | 3,128 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||