Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,204,123
+$125,233 QoQ
Shares Held
13,050
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,131
of 2,303 holders
Holding Since
Mar 2021
10 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, 2026Hillsdale Investment Management Inc. holds $6,259,692 across 7 Capital Markets names. SCHW ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
32,700 | $1,947,939 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
13,050 | $1,204,123 | |
| 3 | SF |
Stifel Financial Corp
|
15,390 | $1,073,760 | |
| 4 | MS |
Morgan Stanley
|
4,850 | $1,013,844 | |
| 5 | GS |
Goldman Sachs Group Inc
|
626 | $633,117 | |
| 6 | BGC |
BGC Group, Inc.
|
36,180 | $386,764 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
40 | $145 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,123 | 13,050 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,078,890 | 11,480 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $967,128 | 9,680 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $924,149 | 9,680 | Shares | Sole | 2025-11-10 | |
| 2023-06-30 | $34,574 | 610 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $74,379 | 1,420 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $24,978 | 300 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $58,870 | 700 | Shares | Sole | 2022-02-07 | |
| 2021-06-30 | $47,326 | 650 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $42,367 | 650 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||