Accuvest Global Advisors

Position in SCHW — Schwab Charles Corp

CIK 1497637 PROVO, UT

Position in SCHW

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$900,704

-$1,971,408 QoQ

Shares Held

9,584

-66.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

8 quarters on record

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

Financial Services · as of Mar 31, 2026

Accuvest Global Advisors holds $1,509,506 across 4 Capital Markets names. SCHW ranks #1 (59.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	9,584	$900,704
2	HOOD	Robinhood Markets, Inc.	3,741	$259,251
3	GS	Goldman Sachs Group Inc	280	$236,877
4	NAKA	Nakamoto Inc.	12,746	$112,674

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$900,704	9,584	-66.7%	Shares	Sole	2026-05-11
2025-12-31	$2,872,112	28,747	+664.5%	Shares	Sole	2026-02-11
2025-09-30	$358,967	3,760	-28.8%	Shares	Sole	2025-11-12
2023-06-30	$299,383	5,282	-16.7%	Shares	Sole	2023-08-14
2022-12-31	$528,201	6,344	+66.7%	Shares	Sole	2023-01-12
2021-09-30	$277,229	3,806	-5.7%	Shares	Sole	2021-11-03
2021-06-30	$293,933	4,037	0.0%	Shares	Sole	2021-08-16
2021-03-31	$263,131	4,037	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.