Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$406,818
-$246,061 QoQ
Shares Held
4,409
-36.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,595
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026HANTZ FINANCIAL SERVICES, INC. holds $8,722,008 across 22 Capital Markets names. SCHW ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,097 | $3,782,996 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
7,860 | $684,134 | |
| 3 | EVR |
Evercore Inc.
|
1,703 | $581,472 | |
| 4 | NMR |
Nomura Holdings Inc
|
57,831 | $507,756 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,868 | $488,163 | |
| 6 | SCHW |
Schwab Charles Corp
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|
4,409 | $406,818 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
3,001 | $402,524 | |
| 8 | MC |
Moelis & Co
|
5,649 | $369,557 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,818 | 4,409 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $652,879 | 6,947 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $333,599 | 3,339 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $182,252 | 1,909 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $122,079 | 1,338 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $92,213 | 1,178 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $58,171 | 786 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $50,940 | 786 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,552 | 876 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $56,931 | 787 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $71,689 | 1,042 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $54,351 | 990 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $47,554 | 839 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $56,622 | 1,081 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $59,364 | 713 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $81,931 | 1,140 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $72,025 | 1,140 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $96,787 | 1,148 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $140,699 | 1,673 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $133,879 | 1,838 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $2,021,860 | 27,769 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $2,069,856 | 31,756 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $2,915,449 | 54,967 | Shares | Sole | 2024-08-06 | |
| 2020-09-30 | $2,090,144 | 57,691 | Shares | Sole | 2024-08-06 | |
| 2020-06-30 | $1,500,721 | 44,479 | Shares | Sole | 2024-08-06 | |
| 2020-03-31 | $1,913,616 | 56,919 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||