Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,020,181
+$501,705 QoQ
Shares Held
32,732
+22.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#794
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026MASTERINVEST Kapitalanlage GmbH holds $15,435,841 across 4 Capital Markets names. SCHW ranks #3 (19.6% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,181 | 32,732 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,518,476 | 26,798 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,200,914 | 52,056 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,969,786 | 52,056 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,875,875 | 42,480 | Shares | Sole | 2025-08-26 | |
| No filing history on record for this holder in this stock. | ||||||