Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,186,149
-$114,646 QoQ
Shares Held
67,044
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.35%
of 13F equity value
Holder Rank
#590
of 2,301 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, 2026Pacific Capital Partners Ltd holds $8,437,090 across 2 Capital Markets names. SCHW ranks #1 (73.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
67,044 | $6,186,149 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
25,861 | $2,250,941 |
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,186,149 | 67,044 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,300,795 | 67,044 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,064,239 | 30,670 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,188,554 | 22,924 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||