Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,732,897
-$8,300 QoQ
Shares Held
51,294
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#659
of 2,304 holders
Holding Since
Sep 2020
24 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, 2026Prospera Financial Services Inc holds $30,907,541 across 13 Capital Markets names. SCHW ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,773 | $14,940,969 | |
| 2 | SCHW |
Schwab Charles Corp
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|
51,294 | $4,732,897 | |
| 3 | MS |
Morgan Stanley
|
18,136 | $3,791,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,249 | $2,531,969 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
34,662 | $1,064,470 | |
| 6 | IREN |
IREN Ltd
|
18,343 | $838,825 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,939 | $827,857 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
8,589 | $537,929 |
All Filings in SCHW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,732,897 | 51,294 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,741,197 | 50,449 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,165,546 | 51,702 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,125,688 | 53,689 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,839,095 | 53,037 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,153,067 | 53,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,767,775 | 50,909 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,357,445 | 20,945 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,057,819 | 14,355 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,054,138 | 14,572 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $953,430 | 13,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $726,162 | 13,227 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $797,884 | 14,077 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,131,669 | 21,605 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $432,285 | 5,192 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $366,896 | 5,105 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $310,466 | 4,914 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,063,235 | 36,333 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $354,481 | 4,215 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $328,872 | 4,515 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $320,364 | 4,400 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $262,936 | 4,034 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $210,621 | 3,971 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $17,462 | 482 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||