Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,313
-$42,335 QoQ
Shares Held
3,103
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,778
of 2,304 holders
Holding Since
Mar 2024
9 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, 2026CALTON & ASSOCIATES, INC. holds $1,955,622 across 3 Capital Markets names. SCHW ranks #3 (14.6% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,313 | 3,103 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $328,648 | 3,497 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $324,807 | 3,251 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $293,092 | 3,070 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $359,850 | 3,944 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $250,261 | 3,197 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $265,332 | 4,094 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $257,104 | 3,489 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $310,266 | 4,289 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||