Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$476,666
-$8,834 QoQ
Shares Held
5,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,529
of 2,303 holders
Holding Since
Dec 2025
3 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, 2026Income Insurance Ltd holds $2,374,484 across 4 Capital Markets names. SCHW ranks #3 (20.1% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,666 | 5,166 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $485,500 | 5,166 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $516,135 | 5,166 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||