Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,364,857
-$129,049 QoQ
Shares Held
14,792
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,077
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. SCHW ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,975 | $9,077,045 | |
| 2 | MS |
Morgan Stanley
|
24,365 | $5,093,259 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
14,792 | $1,364,857 | |
| 4 | SF |
Stifel Financial Corp
|
8,865 | $618,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,612 | $462,491 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,799 | $243,624 | |
| 7 | IREN |
IREN Ltd
|
4,530 | $207,156 | |
| 8 | BTBT |
Bit Digital, Inc
|
27,000 | $48,600 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,364,857 | 14,792 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,493,906 | 15,896 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,783,893 | 17,855 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,794,836 | 18,800 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,541,317 | 16,893 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,119,817 | 42,154 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $2,837,641 | 43,784 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,839,228 | 24,959 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,890,417 | 39,956 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,621,692 | 38,106 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $2,193,584 | 39,956 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $2,616,745 | 46,167 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,664,256 | 50,864 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,299,582 | 63,651 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $3,932,653 | 54,719 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,406,335 | 38,087 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,334,375 | 39,549 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,683,580 | 43,800 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,197,384 | 43,896 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,676,832 | 50,499 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $2,355,800 | 36,143 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,947,575 | 36,719 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,201,893 | 33,174 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,065,879 | 31,591 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,242,224 | 36,949 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||