Position in SCHW
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,463,362
-$28,693 QoQ
Shares Held
15,571
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
11 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)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pure Financial Advisors, LLC holds $4,123,246 across 6 Capital Markets names. SCHW ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
15,571 | $1,463,362 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,475 | $1,247,835 | |
| 3 | MS |
Morgan Stanley
|
5,010 | $824,495 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
5,168 | $346,617 | |
| 5 | NMR |
Nomura Holdings Inc
|
19,333 | $152,537 | |
| 6 | NAKA |
Nakamoto Inc.
|
10,000 | $88,400 |
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,463,362 | 15,571 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,492,055 | 14,934 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $953,267 | 9,985 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $888,403 | 9,737 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $725,968 | 9,274 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $406,092 | 5,487 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $355,158 | 5,480 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $357,986 | 4,858 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $353,236 | 4,883 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $448,094 | 6,513 | Shares | Sole | 2024-01-08 | |
| 2022-12-31 | $224,885 | 2,701 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||