Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,887,405
-$177,658 QoQ
Shares Held
31,293
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#813
of 2,313 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $23,761,757 across 37 Capital Markets names. SCHW ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,074 | $7,154,431 | |
| 2 | MS |
Morgan Stanley
|
30,969 | $6,473,759 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
31,293 | $2,887,405 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $1,920,960 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,593 | $1,162,546 | |
| 6 | NMR |
Nomura Holdings Inc
|
130,195 | $1,143,112 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,951 | $430,935 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,286 | $362,240 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,887,405 | 31,293 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,065,063 | 32,614 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,085,920 | 30,887 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,852,070 | 29,874 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,643,587 | 28,974 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,175,949 | 27,797 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,880,594 | 25,410 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,551,292 | 23,936 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,932,446 | 26,224 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,959,690 | 27,090 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,791,345 | 26,037 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,441,838 | 26,263 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,405,040 | 24,789 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $925,083 | 17,661 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,890,085 | 22,701 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,479,515 | 20,586 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,107,734 | 17,533 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,613,018 | 19,132 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,679,477 | 19,970 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,035,639 | 14,218 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $955,048 | 13,117 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $827,069 | 12,689 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $468,608 | 8,835 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $247,088 | 6,820 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $247,111 | 7,324 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $247,375 | 7,358 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||