Cambridge Investment Research Advisors, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1419186
FAIRFIELD, IA
Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,878,906
-$1,368,920 QoQ
Shares Held
161,254
-6.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#423
of 2,314 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $135,351,376 across 35 Capital Markets names. SCHW ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
46,937 | $47,470,673 | |
| 2 | MS |
Morgan Stanley
|
173,556 | $36,280,146 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
161,254 | $14,878,906 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
96,528 | $9,679,827 | |
| 5 | IREN |
IREN Ltd
|
98,267 | $4,493,749 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
32,980 | $2,065,537 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
139,475 | $1,856,412 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
64,548 | $1,767,324 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,878,906 | 161,254 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,247,826 | 172,886 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,588,156 | 176,040 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,462,942 | 172,441 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,689,092 | 160,994 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,422,436 | 171,467 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $14,209,475 | 191,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,690,658 | 211,243 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,676,100 | 199,160 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,203,074 | 223,985 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $15,183,128 | 220,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,308,765 | 333,493 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $19,195,022 | 338,656 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $11,838,665 | 226,015 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,498,312 | 90,059 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,288,193 | 87,494 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,330,559 | 84,371 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $7,129,337 | 84,561 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,318,382 | 87,020 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,125,989 | 84,102 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,295,079 | 86,459 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,249,010 | 80,531 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,166,185 | 78,548 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,212,514 | 88,670 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,349,822 | 69,645 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,821,430 | 54,177 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||