Position in SCHW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$66,342
-$1,041 QoQ
Shares Held
719
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#17
of 22 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KERR FINANCIAL PLANNING Corp holds $209,524 across 11 Capital Markets names. SCHW ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRL |
Scully Royalty Ltd.
|
14,964 | $91,729 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
719 | $66,342 | |
| 3 | GS |
Goldman Sachs Group Inc
|
24 | $24,272 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
40 | $11,267 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
105 | $10,529 | |
| 6 | IREN |
IREN Ltd
|
41 | $1,874 | |
| 7 | WULF |
Terawulf Inc.
|
69 | $1,704 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
51 | $678 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,342 | 719 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $67,383 | 717 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $66,440 | 665 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $87,545 | 917 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||