Position in SCHW
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$3,065,063
-$20,857 QoQ
Shares Held
32,614
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SIGNATUREFD, LLC holds $20,674,425 across 36 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,649 | $5,624,987 | |
| 2 | MS |
Morgan Stanley
|
29,515 | $4,857,283 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
32,614 | $3,065,063 | |
| 4 | SBET |
Sharplink, Inc.
|
400,200 | $2,581,290 | |
| 5 | NMR |
Nomura Holdings Inc
|
122,257 | $964,607 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
9,568 | $663,062 | |
| 7 | FUTU |
Futu Holdings Ltd
|
3,070 | $419,853 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,221 | $367,313 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||