Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$245,438
-$6,428 QoQ
Shares Held
2,660
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,853
of 2,304 holders
Holding Since
Dec 2024
6 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LEIGH BALDWIN & CO., LLC holds $1,115,206 across 3 Capital Markets names. SCHW ranks #3 (22.0% of the industry book) .
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,438 | 2,660 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $251,866 | 2,680 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $267,658 | 2,679 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $234,760 | 2,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,505 | 2,625 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $293,005 | 3,959 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||