Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,037
+$5,597 QoQ
Shares Held
629
+12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,066
of 2,304 holders
Holding Since
Mar 2020
5 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, 2026Kemnay Advisory Services Inc. holds $741,021 across 17 Capital Markets names. SCHW ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
105 | $106,193 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,208 | $95,392 | |
| 3 | MS |
Morgan Stanley
|
428 | $89,469 | |
| 4 | HUT |
Hut 8 Corp.
|
595 | $68,689 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
629 | $58,037 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
1,987 | $54,404 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
357 | $35,799 | |
| 8 | PIPR |
Piper Sandler Companies
|
472 | $34,144 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,037 | 629 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,440 | 558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,440 | 665 | Shares | Sole | 2026-02-17 | |
| 2020-06-30 | $543,214 | 16,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $743,405 | 22,112 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||