Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$299,508
-$262,022 QoQ
Shares Held
3,246
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,746
of 2,303 holders
Holding Since
Jun 2025
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, 2026Sunpointe, LLC holds $1,284,622 across 3 Capital Markets names. SCHW ranks #3 (23.3% 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 | $299,508 | 3,246 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $561,530 | 5,975 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $710,160 | 7,108 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $623,896 | 6,535 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $429,922 | 4,712 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||