Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$40,875
-$13,351 QoQ
Shares Held
443
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,102
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, 2026BAYBAN holds $903,522 across 6 Capital Markets names. SCHW ranks #3 (4.5% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,875 | 443 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $54,226 | 577 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $57,648 | 577 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||