Voya Financial Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1424367 WINDSOR, CT

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,612,761

-$402,857 QoQ

Shares Held

49,992

-6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#668

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Voya Financial Advisors, Inc. holds $5,276,177 across 3 Capital Markets names. SCHW ranks #1 (87.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	49,992	$4,612,761
2	MS	Morgan Stanley	2,206	$461,142
3	GS	Goldman Sachs Group Inc	200	$202,274

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,612,761	49,992	-6.3%	Shares	Defined	2026-08-12
2026-03-31	$5,015,618	53,369	-2.4%	Shares	Defined	2026-05-12
2025-12-31	$5,463,378	54,683	-4.4%	Shares	Defined	2026-02-13
2025-09-30	$5,458,783	57,178	-3.5%	Shares	Defined	2025-10-09
2025-06-30	$5,405,331	59,243	+3.9%	Shares	Defined	2025-08-14
2025-03-31	$4,465,012	57,039	-0.7%	Shares	Defined	2025-05-15
2024-12-31	$4,251,726	57,448	+3.3%	Shares	Defined	2025-02-14
2024-09-30	$3,605,769	55,636	+3.0%	Shares	Defined	2024-11-14
2024-06-30	$3,979,849	54,008	+11.8%	Shares	Defined	2024-08-14
2024-03-31	$3,496,047	48,328	+14.2%	Shares	Defined	2024-05-15
2023-12-31	$2,912,166	42,328	+2.6%	Shares	Defined	2024-02-14
2023-09-30	$2,265,558	41,267	+4.6%	Shares	Defined	2023-11-14
2023-06-30	$2,236,706	39,462	+17.0%	Shares	Defined	2023-08-14
2023-03-31	$1,767,144	33,737	+20.0%	Shares	Defined	2023-05-15
2022-12-31	$2,340,771	28,114	-5.9%	Shares	Defined	2023-02-14
2022-09-30	$2,147,906	29,886	+2.1%	Shares	Defined	2022-11-14
2022-06-30	$1,849,720	29,277	+104.3%	Shares	Defined	2022-08-15
2022-03-31	$1,207,993	14,328	+38.1%	Shares	Defined	2022-05-16
2021-12-31	$872,285	10,372	+10.9%	Shares	Defined	2022-02-14
2021-09-30	$681,491	9,356	+8.4%	Shares	Defined	2021-11-15
2021-06-30	$628,495	8,632	-67.7%	Shares	Defined	2021-08-16
2021-03-31	$1,740,175	26,698	-0.8%	Shares	Defined	2021-05-17
2020-12-31	$1,426,988	26,904	+0.8%	Shares	Defined	2021-03-05
2020-09-30	$967,304	26,699	-5.9%	Shares	Defined	2020-11-16
2020-06-30	$957,068	28,366	-0.9%	Shares	Defined	2020-08-14
2020-03-31	$962,574	28,631	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.