Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,413,499
-$189,551 QoQ
Shares Held
26,157
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#874
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $48,059,361 across 17 Capital Markets names. SCHW ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
19,208 | $19,426,387 | |
| 2 | MS |
Morgan Stanley
|
37,305 | $7,798,233 | |
| 3 | EVR |
Evercore Inc.
|
14,837 | $5,065,942 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
35,488 | $3,088,869 | |
| 5 | SCHW |
Schwab Charles Corp
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|
26,157 | $2,413,499 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
17,510 | $1,755,897 | |
| 7 | IREN |
IREN Ltd
|
34,531 | $1,579,100 | |
| 8 | MIAX |
Miami International Holdings, Inc.
|
39,722 | $1,476,069 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,413,499 | 26,157 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $2,603,050 | 27,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,766,303 | 17,679 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,497,681 | 26,162 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $2,026,251 | 22,208 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,803,566 | 23,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,490,854 | 20,144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,802,232 | 27,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,049,167 | 27,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,518,107 | 48,633 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,793,628 | 55,140 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,853,482 | 70,191 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,789,054 | 66,850 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,830,663 | 54,041 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $4,232,186 | 50,831 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,523,926 | 49,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,280,427 | 51,922 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,345,839 | 51,546 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $3,321,864 | 39,499 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,626,682 | 36,061 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,198,467 | 43,929 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,569,002 | 39,414 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,468,638 | 46,543 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,332,501 | 36,779 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,441,538 | 42,725 | 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. | ||||||