Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$302,645
+$299,277 QoQ
Shares Held
3,280
+934.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,741
of 2,303 holders
Holding Since
Dec 2023
5 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, 2026LM Advisors LLC holds $6,501,580 across 4 Capital Markets names. SCHW ranks #4 (4.7% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,645 | 3,280 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,368 | 317 | Shares | Sole | 2026-05-14 | |
| 2024-06-30 | $389,083 | 5,280 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,615 | 4,280 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $294,464 | 4,280 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||