Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,546,212
-$207,067 QoQ
Shares Held
38,433
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#746
of 2,304 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $8,619,797 across 3 Capital Markets names. SCHW ranks #2 (41.1% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,546,212 | 38,433 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,753,279 | 39,937 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,036,064 | 40,397 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,040,385 | 42,321 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,094,303 | 44,874 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,675,872 | 46,958 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,975,243 | 107,759 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,004,081 | 108,071 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,605,987 | 103,216 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $6,520,582 | 90,138 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,944,793 | 71,872 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,105,034 | 56,558 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,622,923 | 46,276 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,421,121 | 27,131 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||