UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SCHW — Schwab Charles Corp
CIK 1463217
IRVING, TX
Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,596,261
-$97,564 QoQ
Shares Held
147,353
+1.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#439
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $68,544,920 across 13 Capital Markets names. SCHW ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,373 | $37,797,931 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
147,353 | $13,596,261 | |
| 3 | MS |
Morgan Stanley
|
49,436 | $10,334,101 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,431 | $1,647,700 | |
| 5 | SF |
Stifel Financial Corp
|
14,440 | $1,007,478 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
10,585 | $921,318 | |
| 7 | EVR |
Evercore Inc.
|
2,636 | $900,035 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,193 | $617,724 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,596,261 | 147,353 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $13,693,825 | 145,710 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $14,307,112 | 143,200 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,800,760 | 123,607 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,636,370 | 39,855 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,111,003 | 39,742 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,801,500 | 37,853 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,487,472 | 38,381 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,932,125 | 39,790 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,456,839 | 47,786 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,317,054 | 48,213 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $697,120 | 12,698 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $892,369 | 15,744 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $1,165,057 | 13,993 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,098,245 | 15,281 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,024,905 | 16,222 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,216,508 | 14,429 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,637,679 | 19,473 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,593,176 | 35,601 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,267,012 | 31,136 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,026,641 | 31,093 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,564,945 | 29,505 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $625,692 | 17,270 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $570,982 | 16,923 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,917,503 | 116,523 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||