Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,531,468
-$87,531 QoQ
Shares Held
92,462
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#532
of 2,301 holders
Holding Since
Mar 2020
26 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, 2026Aviance Capital Partners, LLC holds $16,572,975 across 6 Capital Markets names. SCHW ranks #1 (51.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
92,462 | $8,531,468 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,395 | $6,467,711 | |
| 3 | EVR |
Evercore Inc.
|
2,028 | $692,440 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,820 | $332,492 | |
| 5 | MS |
Morgan Stanley
|
1,506 | $314,814 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
3,929 | $234,050 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,531,468 | 92,462 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,618,999 | 91,711 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,293,728 | 93,021 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,891,980 | 93,139 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,422,729 | 92,314 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,262,427 | 92,775 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,729,877 | 90,932 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,799,004 | 89,477 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,517,954 | 88,451 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,280,631 | 86,821 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,599,288 | 81,385 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,419,834 | 80,507 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,730,399 | 83,458 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,922,895 | 74,893 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,166,651 | 74,065 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,319,170 | 74,011 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,678,479 | 74,050 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,134,648 | 72,763 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,983,630 | 71,149 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $5,082,483 | 69,776 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,876,231 | 66,972 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,053,413 | 62,188 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,294,155 | 62,107 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,223,906 | 61,383 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,053,483 | 60,862 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,828,726 | 54,394 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||