Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$250,513
-$106,611 QoQ
Shares Held
2,715
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,827
of 2,296 holders
Holding Since
Dec 2024
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, 2026111 Capital holds $1,843,696 across 4 Capital Markets names. SCHW ranks #4 (13.6% 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 | $250,513 | 2,715 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $357,124 | 3,800 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $2,976,157 | 32,619 | Shares | Sole | 2025-07-21 | |
| 2024-12-31 | $2,437,889 | 32,940 | Shares | Sole | 2025-03-18 | |
| No filing history on record for this holder in this stock. | ||||||