Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,495
+$9,080 QoQ
Shares Held
2,769
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,829
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026TFR Capital, LLC. holds $2,545,627 across 3 Capital Markets names. SCHW ranks #3 (10.0% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,495 | 2,769 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $246,415 | 2,622 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $257,168 | 2,574 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $241,825 | 2,533 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $235,399 | 2,580 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||