Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,276,552
-$6,439 QoQ
Shares Held
57,186
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#628
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026DLK Investment Management, LLC holds $6,069,210 across 4 Capital Markets names. SCHW ranks #1 (86.9% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,276,552 | 57,186 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,282,991 | 56,214 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,704,061 | 57,092 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,459,642 | 57,187 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,375,769 | 58,919 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,627,991 | 59,121 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,342,092 | 58,669 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,821,780 | 58,969 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,214,036 | 57,186 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,223,064 | 58,378 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,963,086 | 57,603 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||