Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$207,607
-$3,848 QoQ
Shares Held
2,250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,932
of 2,303 holders
Holding Since
Dec 2025
3 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, 2026FELL CAPITAL MANAGEMENT /ADV holds $2,633,743 across 3 Capital Markets names. SCHW ranks #3 (7.9% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,607 | 2,250 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $211,455 | 2,250 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,797 | 2,250 | Shares | Sole | 2026-03-27 | |
| No filing history on record for this holder in this stock. | ||||||