Directional Asset Management
Position in SCHW — Schwab Charles Corp
CIK 2105817
ARLINGTON HEIGHTS, IL
Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,220,824
-$53,450 QoQ
Shares Held
13,231
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#1,124
of 2,303 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Directional Asset Management holds $4,580,595 across 2 Capital Markets names. SCHW ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,322 | $3,359,771 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
13,231 | $1,220,824 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,824 | 13,231 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,274,274 | 13,559 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,409,030 | 14,103 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||