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HOLLENCREST CAPITAL MANAGEMENT

Position in SCHW — Schwab Charles Corp

CIK 1161722 NEWPORT BEACH, CA

Position in SCHW

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$76,123
-$4,804 QoQ
Shares Held
810
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2020
21 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Mar 31, 2023
CallValue
$272,376
CallShares
5,200
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

HOLLENCREST CAPITAL MANAGEMENT holds $2,397,884 across 21 Capital Markets names. SCHW ranks #6 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 SCHW
Schwab Charles Corp
This page
810 $76,123

All Filings in SCHW

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $76,123 810
2025-12-31 $80,927 810
2025-09-30 $77,330 810
2025-06-30 $73,904 810
2025-03-31 $63,406 810
2024-12-31 $59,948 810
2024-09-30 $52,496 810
2024-06-30 $151,654 2,058
2024-03-31 $148,875 2,058
2023-12-31 $308,017 4,477
2023-09-30 $191,820 3,494
2023-06-30 $214,533 3,785
2023-03-31 $196,844 3,758
2023-03-31 $272,376 5,200
2022-12-31 $72,769 874
2022-03-31 $572,717 6,793
2021-12-31 $571,291 6,793
2021-09-30 $491,232 6,744
2021-06-30 $486,734 6,685
2021-03-31 $435,728 6,685
2020-12-31 $354,572 6,685
2020-09-30 $242,197 6,685