Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$681,413
+$1,186 QoQ
Shares Held
7,385
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,375
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Coign Capital Advisors LLC holds $1,740,854 across 3 Capital Markets names. SCHW ranks #2 (39.1% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,413 | 7,385 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $680,227 | 7,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $681,386 | 6,820 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $628,288 | 6,581 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||