Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$132,867
-$4,625 QoQ
Shares Held
1,440
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,989
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026YANKCOM Partnership holds $1,537,892 across 4 Capital Markets names. SCHW ranks #3 (8.6% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,867 | 1,440 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $137,492 | 1,463 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $158,355 | 1,585 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $137,476 | 1,440 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $138,319 | 1,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $118,671 | 1,516 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $106,573 | 1,440 | Shares | Defined | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||