Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,066,707
+$2,674,018 QoQ
Shares Held
44,074
+197.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#698
of 2,304 holders
Holding Since
Dec 2024
5 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, 2026LEE DANNER & BASS INC holds $47,461,691 across 4 Capital Markets names. SCHW ranks #3 (8.6% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,066,707 | 44,074 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,392,689 | 14,819 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,420,620 | 14,219 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $708,291 | 7,419 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $100,653 | 1,360 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||