KIRTLAND HILLS CAPITAL MANAGEMENT, LLC
Position in SCHW — Schwab Charles Corp
CIK 2019084
BRATENAHL, OH
Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$915,595
-$11,517 QoQ
Shares Held
9,923
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,256
of 2,304 holders
Holding Since
Mar 2024
10 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, 2026KIRTLAND HILLS CAPITAL MANAGEMENT, LLC holds $1,553,662 across 3 Capital Markets names. SCHW ranks #1 (58.9% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,595 | 9,923 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $927,112 | 9,865 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $935,956 | 9,368 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $896,654 | 9,392 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $858,112 | 9,405 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $591,170 | 7,552 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $554,630 | 7,494 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $508,304 | 7,843 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $578,834 | 7,855 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $566,349 | 7,829 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||