Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,823
-$20,972 QoQ
Shares Held
4,680
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,575
of 2,304 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 75%
None 25%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aviso Financial Inc. holds $2,089,521 across 3 Capital Markets names. SCHW ranks #2 (20.7% of the industry book) .
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,823 | 4,680 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $452,795 | 4,818 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $522,529 | 5,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $502,649 | 5,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $525,998 | 5,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $427,800 | 5,465 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $311,360 | 4,207 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $281,210 | 4,339 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $330,057 | 4,479 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||