Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,413,484
-$49,878 QoQ
Shares Held
15,319
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,070
of 2,312 holders
Holding Since
Dec 2022
12 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, 2026Pure Financial Advisors, LLC holds $5,701,550 across 7 Capital Markets names. SCHW ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,607 | $1,625,271 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
15,319 | $1,413,484 | |
| 3 | MS |
Morgan Stanley
|
6,502 | $1,359,178 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,872 | $598,138 | |
| 5 | NMR |
Nomura Holdings Inc
|
27,301 | $239,702 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,674 | $233,606 | |
| 7 | IREN |
IREN Ltd
|
5,077 | $232,171 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,484 | 15,319 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||