Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,966,894
-$1,107,434 QoQ
Shares Held
53,830
-11.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#647
of 2,304 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Orange Investment Advisors, Inc. holds $17,949,577 across 3 Capital Markets names. SCHW ranks #2 (27.7% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,966,894 | 53,830 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $6,074,328 | 60,798 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,378,541 | 66,812 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $6,152,130 | 67,428 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,860,170 | 62,087 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,300,943 | 58,113 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,237,713 | 49,957 | Shares | Sole | 2024-10-25 | |
| 2022-12-31 | $280,752 | 3,372 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $242,345 | 3,372 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $213,042 | 3,372 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $284,040 | 3,369 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $239,769 | 2,851 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $207,666 | 2,851 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $207,581 | 2,851 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $215,159 | 3,301 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||