Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,268,065
+$978,701 QoQ
Shares Held
13,743
+346.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,108
of 2,304 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 51%
Shared 49%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $10,201,677 across 6 Capital Markets names. SCHW ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
41,861 | $3,643,580 | |
| 2 | PIPR |
Piper Sandler Companies
|
35,449 | $2,564,380 | |
| 3 | TW |
Tradeweb Markets Inc.
|
13,299 | $1,325,378 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
13,743 | $1,268,065 | |
| 5 | MS |
Morgan Stanley
|
3,905 | $816,300 | |
| 6 | SF |
Stifel Financial Corp
|
8,370 | $583,974 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,065 | 13,743 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $289,364 | 3,079 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $299,829 | 3,001 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,044,632 | 10,942 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $1,563,579 | 17,137 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $423,651 | 5,412 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $336,301 | 4,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $919,459 | 14,187 | Shares | Defined | 2024-11-12 | |
| 2022-12-31 | $1,204,272 | 14,464 | Shares | Defined | 2023-02-13 | |
| 2021-12-31 | $4,139,569 | 49,222 | Shares | Defined | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||