Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$134,252
-$993,883 QoQ
Shares Held
1,455
-87.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,988
of 2,304 holders
Holding Since
Sep 2020
10 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, 2026Northwest & Ethical Investments L.P. holds $3,793,297 across 7 Capital Markets names. SCHW ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,580 | $2,002,603 | |
| 2 | TW |
Tradeweb Markets Inc.
|
10,656 | $1,061,976 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
2,345 | $235,156 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,232 | $194,273 | |
| 5 | SCHW |
Schwab Charles Corp
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|
1,455 | $134,252 | |
| 6 | WULF |
Terawulf Inc.
|
4,302 | $106,259 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,914 | $58,778 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,252 | 1,455 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,128,135 | 12,004 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $1,768,104 | 18,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,697,064 | 18,600 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,596,912 | 20,400 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $394,241 | 5,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $271,275 | 3,750 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $961,405 | 14,750 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $1,648,324 | 31,077 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $584,933 | 16,145 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||