Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,680,303
-$76,024 QoQ
Shares Held
50,724
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#663
of 2,303 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RNC CAPITAL MANAGEMENT LLC holds $14,870,842 across 5 Capital Markets names. SCHW ranks #2 (31.5% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,680,303 | 50,724 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,756,327 | 50,610 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $5,065,536 | 50,701 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,883,767 | 51,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,622,857 | 50,667 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,122,980 | 39,895 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,747,820 | 23,616 | Shares | Sole | 2025-01-28 | |
| 2023-12-31 | $310,838 | 4,518 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $252,045 | 4,591 | Shares | Sole | 2023-12-27 | |
| 2023-06-30 | $312,760 | 5,518 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $295,737 | 5,646 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $459,428 | 5,518 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $400,747 | 5,576 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $474,987 | 7,518 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $633,842 | 7,518 | Shares | Sole | 2022-07-22 | |
| 2021-12-31 | $632,263 | 7,518 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||