Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,491,035
+$250,793 QoQ
Shares Held
37,835
+9.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#751
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $13,147,147 across 7 Capital Markets names. SCHW ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,368 | $4,417,664 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
37,835 | $3,491,035 | |
| 3 | PJT |
PJT Partners Inc.
|
16,141 | $2,436,322 | |
| 4 | MS |
Morgan Stanley
|
7,894 | $1,650,161 | |
| 5 | EVR |
Evercore Inc.
|
1,655 | $565,083 | |
| 6 | WULF |
Terawulf Inc.
|
21,380 | $528,086 | |
| 7 | GEMI |
Gemini Space Station, Inc.
|
13,802 | $58,796 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,491,035 | 37,835 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,240,242 | 34,478 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,526,123 | 35,293 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,739,464 | 39,169 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,528,707 | 38,675 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,662,772 | 34,016 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,444,624 | 33,031 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,143,720 | 33,077 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,359,995 | 32,026 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,326,816 | 32,165 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,161,352 | 31,415 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,716,064 | 31,258 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,738,829 | 30,678 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,839,218 | 35,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,586,555 | 31,066 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,196,706 | 30,565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,904,940 | 30,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,527,107 | 29,974 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,406,353 | 28,613 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,124,378 | 29,165 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,094,816 | 28,771 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,892,175 | 29,030 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,660,098 | 31,299 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,173,670 | 32,395 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,398,624 | 41,453 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,426,126 | 42,419 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||