Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$739,544
+$207,242 QoQ
Shares Held
8,015
+41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,346
of 2,303 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BINGHAM PRIVATE WEALTH, LLC holds $1,603,270 across 3 Capital Markets names. SCHW ranks #1 (46.1% 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 | $739,544 | 8,015 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $532,302 | 5,664 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $526,425 | 5,269 | Shares | Defined | 2026-01-23 | |
| 2025-06-30 | $605,651 | 6,638 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $544,985 | 6,962 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $463,894 | 6,268 | Shares | Defined | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||