Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,849,509
-$3,328,517 QoQ
Shares Held
136,726
-15.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CONNORS INVESTOR SERVICES INC holds $28,383,932 across 3 Capital Markets names. SCHW ranks #2 (45.3% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,849,509 | 136,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,178,026 | 161,926 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,492,012 | 162,271 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $15,566,730 | 170,613 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||