Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$644,563
+$115,095 QoQ
Shares Held
6,986
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,397
of 2,304 holders
Holding Since
Mar 2023
12 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, 2026HAZLETT, BURT & WATSON, INC. holds $3,601,833 across 7 Capital Markets names. SCHW ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,820 | $1,840,652 | |
| 2 | MS |
Morgan Stanley
|
3,464 | $724,105 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
6,986 | $644,563 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,039 | $351,550 | |
| 5 | IREN |
IREN Ltd
|
600 | $27,438 | |
| 6 | WULF |
Terawulf Inc.
|
300 | $7,410 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
61 | $6,115 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,563 | 6,986 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $529,468 | 5,833 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $531,816 | 5,540 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $462,921 | 5,035 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $299,072 | 3,296 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,626 | 519 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $38,113 | 515 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,310 | 514 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $7,430 | 108 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $18,007 | 328 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $33,666 | 594 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $34,203 | 653 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||