Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,414,499
-$186,920 QoQ
Shares Held
15,330
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,064
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Sienna Gestion holds $10,928,118 across 3 Capital Markets names. SCHW ranks #2 (12.9% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414,499 | 15,330 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,601,419 | 17,040 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,050,142 | 150,637 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,754,505 | 133,597 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||