Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$297,847
+$152,085 QoQ
Shares Held
3,228
+108.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,751
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $6,947,934 across 24 Capital Markets names. SCHW ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,807 | $2,838,915 | |
| 2 | MS |
Morgan Stanley
|
5,413 | $1,131,533 | |
| 3 | HUT |
Hut 8 Corp.
|
6,799 | $784,910 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,306 | $532,085 | |
| 5 | TW |
Tradeweb Markets Inc.
|
5,203 | $518,530 | |
| 6 | SCHW |
Schwab Charles Corp
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|
3,228 | $297,847 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
11,828 | $157,430 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
849 | $113,876 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,847 | 3,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $145,762 | 1,551 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $76,630 | 767 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $61,196 | 641 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $84,579 | 927 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $75,696 | 967 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $60,688 | 820 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $58,588 | 904 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $66,542 | 903 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $65,323 | 903 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $59,512 | 865 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $62,750 | 1,143 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $531,998 | 9,386 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $111,150 | 2,122 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $62,028 | 745 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $44,918 | 625 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $35,949 | 569 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $51,429 | 610 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $50,628 | 602 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $43,849 | 602 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $54,025 | 742 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $48,168 | 739 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $39,037 | 736 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $24,962 | 689 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $21,998 | 652 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $23,937 | 712 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||