Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,317,914
+$98,953 QoQ
Shares Held
25,121
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#888
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, 2026LOM Asset Management Ltd holds $8,266,829 across 3 Capital Markets names. SCHW ranks #2 (28.0% 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 | $2,317,914 | 25,121 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,218,961 | 23,611 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,275,050 | 22,771 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,092,797 | 21,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,683,742 | 18,454 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||