Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$708,356
+$115,531 QoQ
Shares Held
7,677
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,365
of 2,304 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Shum Financial Group, Inc. holds $986,170 across 2 Capital Markets names. SCHW ranks #1 (71.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
7,677 | $708,356 | |
| 2 | MS |
Morgan Stanley
|
1,329 | $277,814 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,356 | 7,677 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $592,825 | 6,308 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $567,888 | 5,684 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $427,896 | 4,482 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $259,576 | 3,316 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $201,899 | 2,728 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||