Position in SCHW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,871,001
-$221,507 QoQ
Shares Held
105,033
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$27,372
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Private Advisor Group, LLC holds $98,680,451 across 23 Capital Markets names. SCHW ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
813,070 | $27,872,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
26,338 | $22,281,684 | |
| 3 | MS |
Morgan Stanley
|
77,813 | $12,805,685 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
105,033 | $9,871,001 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
28,192 | $8,480,999 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
81,998 | $5,682,461 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
213,430 | $4,221,645 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
25,607 | $1,717,461 |
All Filings in SCHW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,871,001 | 105,033 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,092,508 | 101,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,382,791 | 98,280 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,198,634 | 100,818 | Shares | Sole | 2025-08-11 | |
| 2025-06-30 | $27,372 | 300 | Put | Sole | 2025-08-11 | |
| 2025-03-31 | $7,960,684 | 101,695 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,264,747 | 98,159 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,081,900 | 93,842 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,684,098 | 104,276 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,781,296 | 93,742 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,844,430 | 99,483 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,735,897 | 104,479 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,431,984 | 95,836 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,926,980 | 74,971 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,973,369 | 59,733 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,352,159 | 60,556 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,707,352 | 74,507 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,880,200 | 57,884 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $841,000 | 10,000 | Call | Sole | 2022-02-10 | |
| 2021-12-31 | $4,721,205 | 56,138 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,950,789 | 67,968 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,433,137 | 47,152 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,010,924 | 46,194 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,407,591 | 45,392 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $2,063,407 | 56,953 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,793,213 | 53,148 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,062,055 | 31,590 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||