Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$777,190
+$672,215 QoQ
Shares Held
8,423
+654.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,321
of 2,304 holders
Holding Since
Mar 2020
10 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, 2026ATLAS CAPITAL ADVISORS INC. holds $3,006,059 across 10 Capital Markets names. SCHW ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
23,585 | $1,404,958 | |
| 2 | SCHW |
Schwab Charles Corp
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|
8,423 | $777,190 | |
| 3 | MS |
Morgan Stanley
|
1,941 | $405,746 | |
| 4 | NMR |
Nomura Holdings Inc
|
19,675 | $172,746 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,047 | $91,130 | |
| 6 | FUTU |
Futu Holdings Ltd
|
868 | $81,366 | |
| 7 | TW |
Tradeweb Markets Inc.
|
481 | $47,936 | |
| 8 | GS |
Goldman Sachs Group Inc
|
19 | $19,216 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $777,190 | 8,423 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $104,975 | 1,117 | Shares | Sole | 2026-05-11 | |
| 2022-06-30 | $12,636 | 200 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $263,974 | 3,131 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $250,449 | 2,978 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $224,128 | 3,077 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $47,763 | 656 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $20,987 | 322 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $263,184 | 4,962 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $4,101 | 122 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||