Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$340,753
-$2,086 QoQ
Shares Held
3,693
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,672
of 2,303 holders
Holding Since
Mar 2025
6 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, 2026SYM FINANCIAL Corp holds $2,162,136 across 7 Capital Markets names. SCHW ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
477 | $482,423 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,693 | $340,753 | |
| 3 | MS |
Morgan Stanley
|
1,546 | $323,175 | |
| 4 | TW |
Tradeweb Markets Inc.
|
2,996 | $298,581 | |
| 5 | EVR |
Evercore Inc.
|
850 | $290,224 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,665 | $267,246 | |
| 7 | NMR |
Nomura Holdings Inc
|
18,193 | $159,734 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,753 | 3,693 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $342,839 | 3,648 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $334,398 | 3,347 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $320,397 | 3,356 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $301,274 | 3,302 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $225,916 | 2,886 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||