Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,361,784
-$618,474 QoQ
Shares Held
90,623
-5.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#536
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HARTFORD INVESTMENT MANAGEMENT CO holds $45,229,003 across 5 Capital Markets names. SCHW ranks #3 (18.5% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,361,784 | 90,623 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,980,258 | 95,555 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $9,660,797 | 96,695 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $9,559,602 | 100,132 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,408,212 | 103,115 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $8,144,251 | 104,040 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,839,190 | 92,409 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,092,788 | 94,010 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,048,669 | 95,653 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,957,516 | 96,178 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $6,899,264 | 100,280 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $5,562,577 | 101,322 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,906,452 | 104,207 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,725,120 | 128,391 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,187,074 | 110,342 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,421,293 | 145,002 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $9,122,307 | 144,386 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,976,657 | 142,055 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,829,202 | 152,547 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,208,161 | 140,145 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,500,339 | 157,950 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $10,646,175 | 163,335 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $9,020,618 | 170,072 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,410,748 | 121,743 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,216,319 | 124,965 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,674,289 | 139,033 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||