Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,794,651
+$179,135 QoQ
Shares Held
19,450
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#969
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Daytona Street Capital LLC holds $1,882,894 across 3 Capital Markets names. SCHW ranks #1 (95.3% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794,651 | 19,450 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,615,516 | 17,190 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,684,482 | 16,860 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||