Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,513
-$418 QoQ
Shares Held
244
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,152
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $573,326 across 9 Capital Markets names. SCHW ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
494 | $499,616 | |
| 2 | MS |
Morgan Stanley
|
124 | $25,920 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
244 | $22,513 | |
| 4 | IREN |
IREN Ltd
|
225 | $10,289 | |
| 5 | FUTU |
Futu Holdings Ltd
|
75 | $7,030 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
150 | $4,101 | |
| 7 | HUT |
Hut 8 Corp.
|
20 | $2,308 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
50 | $1,369 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,513 | 244 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,931 | 244 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $24,278 | 243 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,103 | 242 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $22,080 | 242 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $18,865 | 241 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,691 | 185 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||