Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$157,412
-$2,729 QoQ
Shares Held
1,706
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#1,973
of 2,303 holders
Holding Since
Dec 2024
7 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, 2026Longview Financial Advisors LLC holds $563,888 across 3 Capital Markets names. SCHW ranks #2 (27.9% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,412 | 1,706 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $160,141 | 1,704 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $229,892 | 2,301 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $218,912 | 2,293 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,479 | 2,822 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $220,436 | 2,816 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $204,563 | 2,764 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||