HighTower Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1462245 CHICAGO, IL

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$36,055,708

-$571,997 QoQ

Shares Held

383,653

+4.6% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Sep 30, 2024

CallValue

CallShares

PutValue

$64,810

PutShares

1,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

HighTower Advisors, LLC holds $643,994,574 across 34 Capital Markets names. SCHW ranks #4 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,331,983	$219,204,442
2	GS	Goldman Sachs Group Inc	237,693	$201,085,901
3	MC	Moelis & Co	1,785,339	$101,764,323
4	SCHW	Schwab Charles Corp This page	383,653	$36,055,708
5	HLI	Houlihan Lokey, Inc.	193,014	$27,720,670
6	IBKR	Interactive Brokers Group, Inc.	220,212	$14,769,618
7	HOOD	Robinhood Markets, Inc.	163,317	$11,317,868
8	LPLA	LPL Financial Holdings Inc.	13,248	$3,985,395

All Filings in SCHW

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,055,708	383,653	+4.6%	Shares	Sole	2026-05-05
2025-12-31	$36,627,705	366,607	-7.8%	Shares	Sole	2026-02-06
2025-09-30	$37,972,906	397,747	+11.0%	Shares	Sole	2025-11-07
2025-06-30	$32,685,635	358,238	-4.7%	Shares	Sole	2025-08-11
2025-03-31	$29,439,620	376,081	-6.1%	Shares	Sole	2025-05-13
2024-12-31	$29,656,769	400,713	-1.6%	Shares	Sole	2025-02-07
2024-09-30	$26,400,223	407,348	+40634.8%	Shares	Sole	2024-11-14
2024-09-30	$64,810	1,000	-52.4%	Put	Sole	2024-11-14
2024-06-30	$154,749	2,100	-99.7%	Put	Sole	2024-08-13
2024-06-30	$49,015,345	665,156	+665056.0%	Shares	Sole	2024-08-13
2024-06-30	$7,369	100	-75.0%	Call	Sole	2024-08-13
2024-03-31	$28,936	400	-99.9%	Call	Sole	2024-05-06
2024-03-31	$43,774,236	605,118	+25113.2%	Shares	Sole	2024-05-06
2024-03-31	$173,616	2,400	-99.6%	Put	Sole	2024-05-06
2023-12-31	$39,452,396	573,436	+191045.3%	Shares	Sole	2024-02-12
2023-09-30	$16,470	300	-99.9%	Put	Sole	2023-11-08
2023-09-30	$32,388,968	589,963	-17.6%	Shares	Sole	2023-11-08
2023-06-30	$40,587,584	716,083	+1301869.1%	Shares	Sole	2023-08-14
2023-06-30	$3,117	55	-99.6%	Put	Sole	2023-08-14
2023-03-31	$785,700	15,000	-96.8%	Put	Sole	2023-05-12
2023-03-31	$24,523,687	468,188	+8733.7%	Shares	Sole	2023-05-12
2023-03-31	$277,614	5,300	+17566.7%	Call	Sole	2023-05-12
2022-12-31	$2,497	30	-100.0%	Put	Sole	2023-02-09
2022-12-31	$20,893,347	250,941	+557546.7%	Shares	Sole	2023-02-09
2022-09-30	$3,234	45	-100.0%	Put	Sole	2022-11-09
2022-09-30	$17,137,042	238,445	+5.0%	Shares	Sole	2022-11-09
2022-06-30	$14,341,923	227,001	+226901.0%	Shares	Sole	2022-08-10
2022-06-30	$6,318	100	-97.1%	Call	Sole	2022-08-10
2022-06-30	$221,130	3,500	-98.4%	Put	Sole	2022-08-10
2022-03-31	$18,520,883	219,676	+4.2%	Shares	Sole	2022-05-12
2021-12-31	$17,737,615	210,911	-17.9%	Shares	Sole	2022-02-10
2021-09-30	$18,710,702	256,874	+6.1%	Shares	Sole	2021-11-12
2021-06-30	$17,629,485	242,130	-0.6%	Shares	Sole	2021-08-06
2021-03-31	$15,871,851	243,508	-3.6%	Shares	Sole	2021-05-10
2020-12-31	$13,392,918	252,506	-2.6%	Shares	Sole	2021-02-10
2020-09-30	$9,394,692	259,307	-4.0%	Shares	Sole	2020-11-13
2020-06-30	$9,117,863	270,239	-1.2%	Shares	Sole	2020-08-10
2020-03-31	$9,194,095	273,471	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.