Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,803,550
+$2,527,983 QoQ
Shares Held
84,573
+50.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#547
of 2,303 holders
Holding Since
Jun 2023
13 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, 2026Hamilton Capital Partners Inc. holds $24,244,773 across 8 Capital Markets names. SCHW ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
84,573 | $7,803,550 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,520 | $7,605,502 | |
| 3 | MS |
Morgan Stanley
|
35,686 | $7,459,801 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,608 | $452,941 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,250 | $301,792 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
5,455 | $272,640 | |
| 7 | EVR |
Evercore Inc.
|
681 | $232,520 | |
| 8 | SF |
Stifel Financial Corp
|
1,663 | $116,027 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,803,550 | 84,573 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,275,567 | 56,135 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $6,114,791 | 61,203 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $5,546,043 | 58,092 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $5,559,709 | 60,935 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $4,296,084 | 54,881 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $3,471,735 | 46,909 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $2,689,031 | 41,491 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $2,185,866 | 29,663 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $1,993,473 | 27,557 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $330,240 | 4,800 | Shares | Sole | 2026-08-14 | |
| 2023-09-30 | $285,480 | 5,200 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $294,736 | 5,200 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||