Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$28,603
-$1,470 QoQ
Shares Held
310
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,130
of 2,301 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $12,958,984 across 9 Capital Markets names. SCHW ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
59,619 | $12,462,755 | |
| 2 | GS |
Goldman Sachs Group Inc
|
184 | $186,092 | |
| 3 | HUT |
Hut 8 Corp.
|
1,000 | $115,445 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
1,250 | $74,462 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,260 | $62,974 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
310 | $28,603 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
372 | $23,298 | |
| 8 | PIPR |
Piper Sandler Companies
|
48 | $3,472 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,603 | 310 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $30,073 | 320 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,972 | 310 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $29,595 | 310 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $28,284 | 310 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $24,266 | 310 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $33,378 | 451 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $515,304 | 7,951 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $585,909 | 7,951 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $575,175 | 7,951 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $544,208 | 7,910 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $434,259 | 7,910 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $442,670 | 7,810 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $409,087 | 7,810 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $650,260 | 7,810 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $561,304 | 7,810 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $497,289 | 7,871 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $663,604 | 7,871 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $667,081 | 7,932 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $568,880 | 7,810 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $568,646 | 7,810 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $679,442 | 12,810 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $464,106 | 12,810 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $432,209 | 12,810 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $430,672 | 12,810 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||