Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$955,086
+$259,286 QoQ
Shares Held
10,351
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#1,236
of 2,304 holders
Holding Since
Dec 2023
5 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, 2026VIMA LLC holds $11,677,315 across 17 Capital Markets names. SCHW ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
116,245 | $5,315,883 | |
| 2 | WULF |
Terawulf Inc.
|
144,511 | $3,569,421 | |
| 3 | CLSK |
Cleanspark, Inc.
|
68,328 | $994,172 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
10,351 | $955,086 | |
| 5 | GS |
Goldman Sachs Group Inc
|
318 | $321,615 | |
| 6 | MS |
Morgan Stanley
|
761 | $159,079 | |
| 7 | BTBT |
Bit Digital, Inc
|
81,183 | $146,129 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
732 | $63,713 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,086 | 10,351 | Shares | Sole | 2026-07-24 | |
| 2024-09-30 | $695,800 | 10,736 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $804,768 | 10,921 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $832,008 | 11,502 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $767,739 | 11,159 | Shares | Other | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||