HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in SCHW — Schwab Charles Corp
CIK 1484205
LONG BEACH, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,476
-$9,025 QoQ
Shares Held
16
-85.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 690 holders
Holding Since
Sep 2022
5 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $154,766 across 7 Capital Markets names. SCHW ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
711 | $148,627 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
23 | $2,306 | |
| 3 | DEFT |
Defi Technologies, Inc.
|
3,802 | $1,954 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
16 | $1,476 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1 | $281 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
4 | $122 | |
| 7 | GS |
Goldman Sachs Group Inc
|
0 | $0 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476 | 16 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $10,501 | 110 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $1,174 | 15 | Shares | Sole | 2025-04-18 | |
| 2022-12-31 | $247,531 | 2,973 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $205,332 | 2,857 | Shares | Other | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||