Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$2,155,150
-$99,336 QoQ
Shares Held
23,357
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#906
of 2,304 holders
Holding Since
Dec 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $6,565,681 across 24 Capital Markets names. SCHW ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,870 | $2,902,631 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
23,357 | $2,155,150 | |
| 3 | WULF |
Terawulf Inc.
|
30,000 | $741,000 | |
| 4 | MS |
Morgan Stanley
|
2,607 | $544,967 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
593 | $59,466 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
83 | $23,379 | |
| 7 | NMR |
Nomura Holdings Inc
|
2,303 | $20,220 | |
| 8 | SF |
Stifel Financial Corp
|
205 | $14,302 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,155,150 | 23,357 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,254,486 | 23,989 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,460,383 | 24,626 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,340,828 | 24,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,277,624 | 24,963 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,976,648 | 25,251 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,852,100 | 25,025 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,622,518 | 25,035 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,886 | 392 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $28,863 | 399 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $29,033 | 422 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $29,042 | 529 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $32,194 | 568 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $55,522 | 1,060 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $35,635 | 428 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $31,694 | 441 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $31,084 | 492 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $33,639 | 399 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $22,202 | 264 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,449 | 116 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,552 | 90 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,866 | 90 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,773 | 90 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||