Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,828
-$812 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,096
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Boreal Capital Management LLC holds $231,734 across 12 Capital Markets names. SCHW ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
310 | $64,802 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
475 | $43,828 | |
| 3 | GS |
Goldman Sachs Group Inc
|
28 | $28,318 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
100 | $28,168 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,250 | $16,637 | |
| 6 | TW |
Tradeweb Markets Inc.
|
110 | $10,962 | |
| 7 | SF |
Stifel Financial Corp
|
145 | $10,116 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
100 | $10,028 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,828 | 475 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $44,640 | 475 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $47,457 | 475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,348 | 475 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||