Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,852,733
-$312,178 QoQ
Shares Held
41,755
-5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#721
of 2,304 holders
Holding Since
Mar 2021
20 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, 2026BRIGHTON JONES LLC holds $23,452,491 across 17 Capital Markets names. SCHW ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,291 | $6,362,528 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
41,755 | $3,852,733 | |
| 3 | MS |
Morgan Stanley
|
16,168 | $3,379,758 | |
| 4 | EVR |
Evercore Inc.
|
5,630 | $1,922,307 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
28,830 | $1,805,622 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,653 | $1,731,956 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
9,685 | $971,211 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,502 | $747,649 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,852,733 | 41,755 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,164,911 | 44,317 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $3,409,901 | 35,717 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,844,954 | 31,181 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,945,727 | 24,856 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,794,002 | 24,240 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $326,966 | 5,045 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $371,323 | 5,039 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $418,414 | 5,784 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $335,950 | 4,883 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $270,657 | 4,930 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $248,711 | 4,388 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $352,855 | 4,238 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $272,099 | 3,786 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $232,755 | 3,684 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $320,968 | 3,807 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $297,714 | 3,540 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $240,663 | 3,304 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $233,064 | 3,201 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $202,318 | 3,104 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||