Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,753,241
+$362,601 QoQ
Shares Held
73,190
+7.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#578
of 2,303 holders
Holding Since
Mar 2025
6 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, 2026AG2R LA MONDIALE GESTION D'ACTIFS holds $36,275,519 across 5 Capital Markets names. SCHW ranks #3 (18.6% of the industry book) .
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,753,241 | 73,190 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,390,640 | 68,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,824,152 | 68,303 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,137,861 | 64,291 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,865,910 | 64,291 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,991,602 | 63,766 | Shares | Sole | 2025-06-26 | |
| No filing history on record for this holder in this stock. | ||||||