Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,536,368
-$235,427 QoQ
Shares Held
133,394
+4.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Crestwood Advisors Group, LLC holds $56,416,541 across 11 Capital Markets names. SCHW ranks #3 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
193,596 | $14,310,615 | |
| 2 | GS |
Goldman Sachs Group Inc
|
16,357 | $13,837,857 | |
| 3 | SCHW |
Schwab Charles Corp
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|
133,394 | $12,536,368 | |
| 4 | LAZ |
Lazard, Inc.
|
199,155 | $8,460,104 | |
| 5 | MS |
Morgan Stanley
|
18,571 | $3,056,229 | |
| 6 | PJT |
PJT Partners Inc.
|
14,268 | $1,993,524 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
27,516 | $1,210,153 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,962 | $378,014 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,536,368 | 133,394 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $12,771,795 | 127,833 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $12,612,541 | 132,110 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $12,430,720 | 136,242 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $50,171,843 | 640,928 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $48,758,898 | 658,815 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $43,184,912 | 666,331 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $49,697,051 | 674,407 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $49,314,250 | 681,701 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $46,748,224 | 679,480 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $39,225,775 | 714,495 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $40,367,325 | 712,197 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $35,215,754 | 672,313 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,610,410 | 547,807 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,210,188 | 531,657 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $35,400,448 | 560,311 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $45,080,051 | 534,694 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $39,150,736 | 465,526 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $34,279,887 | 470,619 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $31,591,094 | 433,884 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $27,331,016 | 419,316 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $21,439,510 | 404,214 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,997,118 | 413,942 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $14,529,759 | 430,639 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $15,362,961 | 456,959 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||