Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$779,496
-$961,107 QoQ
Shares Held
8,448
-54.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,320
of 2,304 holders
Holding Since
Jun 2021
20 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, 2026Sigma Planning Corp holds $22,910,932 across 12 Capital Markets names. SCHW ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,745 | $8,844,430 | |
| 2 | MS |
Morgan Stanley
|
32,153 | $6,721,263 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
31,596 | $1,978,857 | |
| 4 | IREN |
IREN Ltd
|
35,498 | $1,623,323 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
9,519 | $954,565 | |
| 6 | SCHW |
Schwab Charles Corp
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|
8,448 | $779,496 | |
| 7 | WULF |
Terawulf Inc.
|
24,650 | $608,855 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
17,804 | $487,473 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,496 | 8,448 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,740,603 | 18,521 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $801,278 | 8,020 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,069,932 | 11,207 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,271,520 | 13,936 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,058,032 | 13,516 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $632,859 | 8,551 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $495,278 | 7,642 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $771,239 | 10,466 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $767,961 | 10,616 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $326,380 | 5,945 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $746,475 | 13,170 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $766,214 | 14,628 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $595,475 | 7,152 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $499,783 | 6,954 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $450,220 | 7,126 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $613,102 | 7,272 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $520,074 | 6,184 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $453,283 | 6,223 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $550,516 | 7,561 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||