Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,813,659
+$1,776,067 QoQ
Shares Held
19,656
+4814.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#965
of 2,304 holders
Holding Since
Dec 2024
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, 2026STANCE CAPITAL LLC holds $5,278,051 across 4 Capital Markets names. SCHW ranks #1 (34.4% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,659 | 19,656 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,592 | 400 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,439,103 | 14,404 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,371,426 | 14,365 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $1,357,833 | 14,882 | Shares | Defined | 2025-08-22 | |
| 2024-12-31 | $171,628 | 2,319 | Shares | Defined | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||