Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$732,992
+$24,101 QoQ
Shares Held
7,944
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,348
of 2,304 holders
Holding Since
Mar 2022
18 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, 2026MATHER GROUP, LLC. holds $7,091,323 across 19 Capital Markets names. SCHW ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,757 | $3,084,803 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,835 | $1,855,863 | |
| 3 | SCHW |
Schwab Charles Corp
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|
7,944 | $732,992 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
44,146 | $347,429 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,396 | $340,550 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
939 | $264,497 | |
| 7 | IREN |
IREN Ltd
|
3,613 | $165,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
584 | $78,331 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,992 | 7,944 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $708,891 | 7,543 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $806,073 | 8,068 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $689,866 | 7,226 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $605,651 | 6,638 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $484,161 | 6,185 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $438,065 | 5,919 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $382,249 | 5,898 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $481,564 | 6,535 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $395,916 | 5,473 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $372,001 | 5,407 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $404,173 | 7,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $250,865 | 4,426 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $213,919 | 4,084 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $327,461 | 3,933 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $262,325 | 3,650 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $212,284 | 3,360 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $245,089 | 2,907 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||