Avise Financial Cooperative, Inc.
Position in SCHW — Schwab Charles Corp
CIK 2013342
LOS ANGELES, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,013,585
+$89,762 QoQ
Shares Held
10,985
+11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#1,206
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Avise Financial Cooperative, Inc. holds $1,816,662 across 4 Capital Markets names. SCHW ranks #1 (55.8% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,013,585 | 10,985 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $923,823 | 9,830 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $949,744 | 9,506 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||