Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,134,564
-$1,820,514 QoQ
Shares Held
153,187
-9.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#434
of 2,304 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. SCHW ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
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|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,134,564 | 153,187 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,955,078 | 169,771 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,713,643 | 177,296 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,334,296 | 181,568 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $16,476,757 | 180,587 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,082,518 | 154,350 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,447,917 | 141,169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,221,314 | 157,712 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $13,761,533 | 186,749 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,523,601 | 186,945 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $13,016,684 | 189,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,247,414 | 186,656 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,671,143 | 188,270 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,761,524 | 129,086 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,003,403 | 108,136 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $7,366,603 | 102,499 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,396,582 | 85,416 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,417,255 | 76,115 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,752,776 | 68,404 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,363,719 | 73,637 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,280,108 | 72,519 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,282,725 | 50,364 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,165,162 | 59,675 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,232,891 | 61,631 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,052,289 | 90,465 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||