Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$314,456
-$283 QoQ
Shares Held
3,408
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,712
of 2,296 holders
Holding Since
Sep 2020
19 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, 2026Annex Advisory Services, LLC holds $87,968,328 across 6 Capital Markets names. SCHW ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
335,740 | $70,183,089 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,236 | $10,352,383 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
12,128 | $3,416,215 | |
| 4 | PIPR |
Piper Sandler Companies
|
27,455 | $1,986,094 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,113 | $1,716,091 | |
| 6 | SCHW |
Schwab Charles Corp
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|
3,408 | $314,456 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,456 | 3,408 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $314,739 | 3,349 | Shares | Sole | 2026-04-16 | |
| 2025-06-30 | $202,826 | 2,223 | Shares | Sole | 2025-07-11 | |
| 2024-06-30 | $415,022 | 5,632 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $429,916 | 5,943 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $339,321 | 4,932 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $368,379 | 6,710 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $649,552 | 11,460 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,386,275 | 45,557 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,213,349 | 98,647 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,809,466 | 94,747 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $6,132,503 | 97,064 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,524,161 | 89,244 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $7,232,684 | 86,001 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,746,784 | 78,896 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,963,166 | 68,166 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,337,989 | 66,554 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,658,434 | 68,975 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,444,691 | 67,477 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||