Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,677,468
+$204,144 QoQ
Shares Held
18,180
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#990
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $8,149,110 across 4 Capital Markets names. SCHW ranks #2 (20.6% of the industry book) .
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,677,468 | 18,180 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,473,324 | 15,677 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,674,691 | 16,762 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,799,514 | 18,849 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,756,552 | 19,252 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,490,451 | 19,040 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,370,813 | 18,522 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,290,755 | 19,916 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,543,363 | 20,944 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,755,908 | 24,273 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $3,904,488 | 71,120 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $3,890,628 | 68,642 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $2,415,032 | 46,106 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $573,078 | 6,883 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $490,656 | 6,827 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $423,369 | 6,701 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $576,174 | 6,834 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $793,147 | 9,431 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $674,644 | 9,262 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $674,366 | 9,262 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $606,304 | 9,302 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $348,419 | 6,569 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $309,186 | 8,534 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $241,443 | 7,156 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $275,986 | 8,209 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||