Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,398,997
-$178,457 QoQ
Shares Held
15,162
-9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,071
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026BENJAMIN EDWARDS INC holds $35,754,075 across 11 Capital Markets names. SCHW ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,883 | $11,006,739 | |
| 2 | SF |
Stifel Financial Corp
|
124,288 | $8,671,573 | |
| 3 | MS |
Morgan Stanley
|
31,667 | $6,619,669 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
39,104 | $3,921,348 | |
| 5 | SCHW |
Schwab Charles Corp
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|
15,162 | $1,398,997 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
15,788 | $1,374,186 | |
| 7 | PIPR |
Piper Sandler Companies
|
14,263 | $1,031,785 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
15,946 | $998,697 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,997 | 15,162 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,577,454 | 16,785 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,477,668 | 14,790 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $684,519 | 7,170 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $641,690 | 7,033 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $503,105 | 6,427 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $434,438 | 5,870 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $398,321 | 6,146 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,401 | 209 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $15,119 | 209 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $14,379 | 209 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $11,474 | 209 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,846 | 209 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $10,947 | 209 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $142,208 | 1,708 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $120,454 | 1,676 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $103,362 | 1,636 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $136,329 | 1,617 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $142,213 | 1,691 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $60,748 | 834 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $5,387 | 74 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $4,823 | 74 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,871 | 73 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,644 | 73 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,588 | 136 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,538 | 135 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||