Position in SCHW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$45,674
-$9,276 QoQ
Shares Held
486
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,691,650 across 7 Capital Markets names. SCHW ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOLD |
Gold.com, Inc.
|
35,802 | $1,434,944 | |
| 2 | MS |
Morgan Stanley
|
919 | $151,239 | |
| 3 | SCHW |
Schwab Charles Corp
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|
486 | $45,674 | |
| 4 | GS |
Goldman Sachs Group Inc
|
44 | $37,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
182 | $12,612 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
300 | $5,934 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
60 | $4,024 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,674 | 486 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $54,950 | 550 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $52,508 | 550 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,934 | 350 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $27,711 | 354 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $26,199 | 354 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,942 | 354 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $26,086 | 354 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $25,608 | 354 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $32,473 | 472 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $25,693 | 468 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $26,526 | 468 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $16,971 | 324 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||