Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$46,135
-$855 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,081
of 2,296 holders
Holding Since
Sep 2025
4 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, 2026VALLEY WEALTH MANAGERS, INC. holds $37,284,165 across 5 Capital Markets names. SCHW ranks #4 (0.1% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,135 | 500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $46,990 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,955 | 500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $47,735 | 500 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||