Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$160,918
+$36,019 QoQ
Shares Held
1,744
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,970
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026Rossby Financial, LCC holds $1,053,524 across 27 Capital Markets names. SCHW ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEX |
Streamex Corp.
|
385,030 | $327,275 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,744 | $160,918 | |
| 3 | GS |
Goldman Sachs Group Inc
|
158 | $159,796 | |
| 4 | XP |
XP Inc.
|
4,925 | $80,080 | |
| 5 | MS |
Morgan Stanley
|
305 | $63,757 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
537 | $53,850 | |
| 7 | WULF |
Terawulf Inc.
|
1,762 | $43,521 | |
| 8 | IREN |
IREN Ltd
|
897 | $41,019 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,918 | 1,744 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $124,899 | 1,329 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $87,321 | 874 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,038 | 168 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,324 | 157 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,818 | 36 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||