Skip to main content
Equibles

Allworth Financial LP

Position in SCHW — Schwab Charles Corp

CIK 1555170 FOLSOM, CA
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$4,775,064
-$20,171 QoQ
Shares Held
51,751
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#659
of 2,313 holders
Holding Since
Mar 2020
26 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, 2026

Allworth Financial LP holds $32,429,746 across 49 Capital Markets names. SCHW ranks #3 (14.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 10,450 $10,568,815
2 MS
Morgan Stanley
 43,540 $9,101,600
3 SCHW
Schwab Charles Corp
This page 		51,751 $4,775,064
4 HOOD
Robinhood Markets, Inc.
 16,528 $1,657,427
5 LPLA
LPL Financial Holdings Inc.
 4,107 $1,156,859
6 EVR
Evercore Inc.
 2,123 $724,877
7 IBKR
Interactive Brokers Group, Inc.
 6,968 $606,494
8 JEF
Jefferies Financial Group Inc.
 11,649 $582,217

All Filings in SCHW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,775,064 51,751
2026-03-31 $4,795,235 51,024
2025-12-31 $5,069,532 50,741
2025-09-30 $4,940,763 51,752
2025-06-30 $3,867,754 42,391
2025-03-31 $2,593,494 33,131
2024-12-31 $2,358,476 31,867
2024-09-30 $1,642,674 25,346
2024-06-30 $2,003,925 27,194
2024-03-31 $2,620,804 36,229
2023-12-31 $1,789,418 26,009
2023-09-30 $1,013,399 18,459
2023-06-30 $1,015,818 17,922
2023-03-31 $712,368 13,600
2022-12-31 $956,324 11,486
2022-09-30 $1,370,201 19,065
2022-06-30 $1,166,618 18,465
2022-03-31 $2,115,169 25,088
2021-12-31 $1,812,355 21,550
2021-09-30 $1,881,967 25,837
2021-06-30 $1,622,425 22,283
2021-03-31 $1,328,172 20,377
2020-12-31 $115,839 2,184
2020-09-30 $18,875 521
2020-06-30 $13,765 408
2020-03-31 $770,469 22,917