Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,583,560
-$217,044 QoQ
Shares Held
28,000
-6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#852
of 2,304 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MOUNT VERNON ASSOCIATES INC /MD/ holds $2,823,642 across 2 Capital Markets names. SCHW ranks #1 (91.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
28,000 | $2,583,560 | |
| 2 | IREN |
IREN Ltd
|
5,250 | $240,082 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,583,560 | 28,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,800,604 | 29,800 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,977,318 | 29,800 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,845,006 | 29,800 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,764,572 | 30,300 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,356,228 | 30,100 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,227,701 | 30,100 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,950,781 | 30,100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,148,063 | 29,150 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,162,966 | 29,900 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,039,920 | 29,650 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,641,510 | 29,900 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,677,728 | 29,600 | Shares | Sole | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||