Mainstream Capital Management LLC
Position in SCHW — Schwab Charles Corp
CIK 2043084
LOS ANGELES, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,479,088
-$89,720 QoQ
Shares Held
16,030
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,046
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026Mainstream Capital Management LLC holds $5,755,069 across 4 Capital Markets names. SCHW ranks #3 (25.7% of the industry book) .
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,088 | 16,030 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,568,808 | 16,693 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,660,304 | 16,618 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,623,467 | 17,005 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,524,985 | 16,714 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,317,061 | 16,825 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,186,454 | 16,031 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,028,469 | 15,869 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||