Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,424,097
+$29,069,756 QoQ
Shares Held
600,673
+114.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#209
of 2,304 holders
Holding Since
Dec 2020
16 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, 2026Greenwich Wealth Management LLC holds $1,162,252,371 across 11 Capital Markets names. SCHW ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
9,921,755 | $863,589,555 | |
| 2 | FUTU |
Futu Holdings Ltd
|
1,500,000 | $140,610,000 | |
| 3 | SCHW |
Schwab Charles Corp
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|
600,673 | $55,424,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
370,622 | $37,165,974 | |
| 5 | PIPR |
Piper Sandler Companies
|
420,805 | $30,441,033 | |
| 6 | GS |
Goldman Sachs Group Inc
|
11,139 | $11,265,650 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
146,960 | $8,754,407 | |
| 8 | ETOR |
eToro Group Ltd.
|
202,926 | $8,009,489 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,424,097 | 600,673 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,354,341 | 280,425 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,801,052 | 328,306 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,174,337 | 190,367 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,606,890 | 50,492 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $13,028,276 | 176,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,581,502 | 86,121 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $40,036,903 | 480,866 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,524,335 | 480,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,329,811 | 480,054 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $40,460,284 | 479,899 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $40,361,944 | 479,928 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $34,960,796 | 479,967 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $34,945,159 | 479,950 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $31,281,381 | 479,923 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $25,456,229 | 479,944 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||