Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$874,719
-$2,865 QoQ
Shares Held
9,480
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,273
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Old Peak Finance LLC holds $1,139,781 across 2 Capital Markets names. SCHW ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
9,480 | $874,719 | |
| 2 | MS |
Morgan Stanley
|
1,268 | $265,062 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $874,719 | 9,480 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $877,584 | 9,338 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $926,864 | 9,277 | Shares | Defined | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||