Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$40,229
-$5,445 QoQ
Shares Held
436
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,113
of 2,314 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,752,419 across 7 Capital Markets names. SCHW ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOLD |
Gold.com, Inc.
|
34,767 | $1,446,654 | |
| 2 | MS |
Morgan Stanley
|
926 | $193,571 | |
| 3 | GS |
Goldman Sachs Group Inc
|
44 | $44,500 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
436 | $40,229 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
182 | $18,250 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
60 | $5,222 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
300 | $3,993 |
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,229 | 436 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||