Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$70,771
-$1,029 QoQ
Shares Held
767
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,046
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $160,480 across 4 Capital Markets names. SCHW ranks #1 (44.1% 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 | $70,771 | 767 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $71,800 | 764 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $76,131 | 762 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $72,461 | 759 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $69,068 | 757 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||