Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,259
-$3,199 QoQ
Shares Held
57
-36.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,240
of 2,304 holders
Holding Since
Mar 2026
2 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, 2026Burk Holdings LLC holds $51,825 across 5 Capital Markets names. SCHW ranks #3 (10.1% of the industry book) .
All Filings in SCHW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,259 | 57 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,458 | 90 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||