Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,920,160
-$127,422 QoQ
Shares Held
31,648
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#171
of 690 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $33,185,925 across 11 Capital Markets names. SCHW ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,224 | $14,385,726 | |
| 2 | MS |
Morgan Stanley
|
36,745 | $7,681,174 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
65,957 | $6,614,167 | |
| 4 | SCHW |
Schwab Charles Corp
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|
31,648 | $2,920,160 | |
| 5 | PJT |
PJT Partners Inc.
|
6,262 | $945,186 | |
| 6 | PIPR |
Piper Sandler Companies
|
3,012 | $217,887 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
27,425 | $215,834 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
904,586 | $178,203 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,920,160 | 31,648 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $3,047,582 | 32,428 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $3,286,739 | 32,897 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,108,885 | 32,564 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $2,983,547 | 32,700 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,058,920 | 26,302 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,454,592 | 19,654 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||