Advisory Services Network, LLC

Position in SCHW — Schwab Charles Corp

CIK 1573876 Atlanta, GA

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,603,050

+$836,747 QoQ

Shares Held

27,698

+56.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Advisory Services Network, LLC holds $38,078,196 across 44 Capital Markets names. SCHW ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,164	$14,520,563
2	MS	Morgan Stanley	37,320	$6,141,747
3	EVR	Evercore Inc.	17,048	$5,088,995
4	SCHW	Schwab Charles Corp This page	27,698	$2,603,050
5	IBKR	Interactive Brokers Group, Inc.	31,907	$2,139,999
6	IREN	IREN Ltd	35,300	$1,210,084
7	MIAX	Miami International Holdings, Inc.	26,682	$1,038,463
8	HOOD	Robinhood Markets, Inc.	13,130	$909,903

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,603,050	27,698	+56.7%	Shares	Sole	2026-05-15
2025-12-31	$1,766,303	17,679	-32.4%	Shares	Sole	2026-02-17
2025-09-30	$2,497,681	26,162	+17.8%	Shares	Sole	2025-11-18
2025-06-30	$2,026,251	22,208	-3.6%	Shares	Sole	2025-08-19
2025-03-31	$1,803,566	23,040	+14.4%	Shares	Sole	2025-05-15
2024-12-31	$1,490,854	20,144	-27.6%	Shares	Sole	2025-02-13
2024-09-30	$1,802,232	27,808	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,049,167	27,808	-42.8%	Shares	Sole	2024-08-13
2024-03-31	$3,518,107	48,633	-11.8%	Shares	Sole	2024-05-06
2023-12-31	$3,793,628	55,140	-21.4%	Shares	Sole	2024-02-09
2023-09-30	$3,853,482	70,191	+5.0%	Shares	Sole	2023-11-14
2023-06-30	$3,789,054	66,850	+23.7%	Shares	Sole	2023-08-09
2023-03-31	$2,830,663	54,041	+6.3%	Shares	Sole	2023-05-17
2022-12-31	$4,232,186	50,831	+3.7%	Shares	Sole	2023-02-13
2022-09-30	$3,523,926	49,032	-5.6%	Shares	Sole	2022-11-14
2022-06-30	$3,280,427	51,922	+0.7%	Shares	Sole	2022-08-02
2022-03-31	$4,345,839	51,546	+30.5%	Shares	Sole	2022-05-23
2021-12-31	$3,321,864	39,499	+9.5%	Shares	Sole	2022-02-14
2021-09-30	$2,626,682	36,061	-17.9%	Shares	Sole	2021-11-05
2021-06-30	$3,198,467	43,929	+11.5%	Shares	Sole	2021-08-12
2021-03-31	$2,569,002	39,414	-15.3%	Shares	Sole	2021-05-24
2020-12-31	$2,468,638	46,543	+26.5%	Shares	Sole	2021-02-09
2020-09-30	$1,332,501	36,779	-13.9%	Shares	Sole	2020-11-16
2020-06-30	$1,441,538	42,725	+3.5%	Shares	Sole	2020-08-10
2020-03-31	$1,388,269	41,293	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.