Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,531,026
-$215,052 QoQ
Shares Held
146,646
+0.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
5.32%
of 13F equity value
Holder Rank
#441
of 2,304 holders
Holding Since
Dec 2024
7 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, 20261248 Management, LLC holds $26,871,838 across 4 Capital Markets names. SCHW ranks #1 (50.4% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,531,026 | 146,646 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,746,078 | 146,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,364,464 | 93,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,948,307 | 93,729 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,551,833 | 93,729 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $7,337,106 | 93,729 | Shares | Sole | 2025-06-09 | |
| 2024-12-31 | $6,936,883 | 93,729 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||