Plante Moran Financial Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 1424717
SOUTHFIELD, MI
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,034
-$4,726 QoQ
Shares Held
2,764
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,832
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $489,204 across 19 Capital Markets names. SCHW ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,764 | $255,034 | |
| 2 | GS |
Goldman Sachs Group Inc
|
127 | $128,443 | |
| 3 | MS |
Morgan Stanley
|
297 | $62,084 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,890 | $25,155 | |
| 5 | SF |
Stifel Financial Corp
|
60 | $4,186 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
22 | $2,206 | |
| 7 | SNEX |
StoneX Group Inc.
|
22 | $1,777 | |
| 8 | MC |
Moelis & Co
|
26 | $1,700 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,034 | 2,764 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,760 | 2,764 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $569,087 | 5,696 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $550,480 | 5,766 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $527,184 | 5,778 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $529,877 | 6,769 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $502,527 | 6,790 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $435,912 | 6,726 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $517,598 | 7,024 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $508,116 | 7,024 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $471,830 | 6,858 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $382,543 | 6,968 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $410,986 | 7,251 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $312,603 | 5,968 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $499,476 | 5,999 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $425,614 | 5,922 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $396,454 | 6,275 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $583,425 | 6,920 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $551,443 | 6,557 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $473,897 | 6,506 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $494,598 | 6,793 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $317,491 | 4,871 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $347,199 | 6,546 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $210,894 | 5,821 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $199,774 | 5,921 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $195,702 | 5,821 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||