Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$305,782
+$36,825 QoQ
Shares Held
3,314
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,734
of 2,304 holders
Holding Since
Dec 2025
2 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, 2026Veratis Advisors, Inc. holds $615,630 across 2 Capital Markets names. SCHW ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
1,100 | $309,848 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,314 | $305,782 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,782 | 3,314 | Shares | Other | 2026-08-13 | |
| 2025-12-31 | $268,957 | 2,692 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||