Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,721,433
+$22,005 QoQ
Shares Held
40,332
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#735
of 2,304 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SGL Investment Advisors, Inc. holds $5,349,359 across 3 Capital Markets names. SCHW ranks #1 (69.6% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,721,433 | 40,332 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,699,428 | 39,364 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,010,187 | 40,138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,767,341 | 39,461 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,532,447 | 38,716 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,068,967 | 39,205 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,862,706 | 38,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,465,307 | 38,039 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||