Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,359
-$357 QoQ
Shares Held
264
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,146
of 2,303 holders
Holding Since
Jun 2023
13 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, 2026Robinswood Financial LLC holds $386,304 across 4 Capital Markets names. SCHW ranks #3 (6.3% of the industry book) .
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,359 | 264 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,716 | 263 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $26,176 | 262 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $25,013 | 262 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $23,904 | 262 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $21,840 | 279 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $1,258 | 17 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $1,101 | 17 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $1,252 | 17 | Shares | Sole | 2026-07-15 | |
| 2024-03-31 | $1,229 | 17 | Shares | Sole | 2026-07-15 | |
| 2023-12-31 | $1,169 | 17 | Shares | Sole | 2026-07-15 | |
| 2023-09-30 | $933 | 17 | Shares | Sole | 2026-07-15 | |
| 2023-06-30 | $963 | 17 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||