Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,841,362
-$46,549 QoQ
Shares Held
30,794
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#817
of 2,304 holders
Holding Since
Mar 2023
6 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, 2026HARBOR CAPITAL ADVISORS, INC. holds $22,008,310 across 10 Capital Markets names. SCHW ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNEX |
StoneX Group Inc.
|
96,962 | $7,659,958 | |
| 2 | MS |
Morgan Stanley
|
21,138 | $4,418,687 | |
| 3 | SCHW |
Schwab Charles Corp
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|
30,794 | $2,841,362 | |
| 4 | SF |
Stifel Financial Corp
|
32,024 | $2,234,314 | |
| 5 | PIPR |
Piper Sandler Companies
|
23,286 | $1,684,509 | |
| 6 | MC |
Moelis & Co
|
23,441 | $1,533,510 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
23,164 | $1,379,879 | |
| 8 | TW |
Tradeweb Markets Inc.
|
1,715 | $170,916 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,841,362 | 30,794 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,887,911 | 30,729 | Shares | Sole | 2026-04-28 | |
| 2023-12-31 | $1,582,606 | 23,003 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,256,496 | 22,887 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,297,235 | 22,887 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,198,821 | 22,887 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||