Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$129,823
-$12,462 QoQ
Shares Held
1,407
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,991
of 2,304 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $561,234 across 3 Capital Markets names. SCHW ranks #2 (23.1% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,823 | 1,407 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $142,285 | 1,514 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $151,263 | 1,514 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $144,541 | 1,514 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $138,137 | 1,514 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $118,515 | 1,514 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $112,051 | 1,514 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $98,122 | 1,514 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $117,019 | 1,588 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $114,875 | 1,588 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $109,254 | 1,588 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $87,181 | 1,588 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $90,007 | 1,588 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $83,179 | 1,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $115,564 | 1,388 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $99,755 | 1,388 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||