LVW Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1576053 PITTSFORD, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$530,275

-$91,120 QoQ

Shares Held

5,747

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,482

of 2,304 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LVW Advisors, LLC holds $6,225,700 across 6 Capital Markets names. SCHW ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,090	$2,113,763
2	MS	Morgan Stanley	8,532	$1,783,529
3	IBKR	Interactive Brokers Group, Inc.	11,086	$964,925
4	LPLA	LPL Financial Holdings Inc.	2,084	$587,021
5	SCHW	Schwab Charles Corp This page	5,747	$530,275
6	HOOD	Robinhood Markets, Inc.	2,455	$246,187

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$530,275	5,747	-13.1%	Shares	Sole	2026-07-15
2026-03-31	$621,395	6,612	+118.5%	Shares	Sole	2026-04-20
2025-12-31	$302,327	3,026	+9.1%	Shares	Sole	2026-01-14
2025-09-30	$264,833	2,774	+5.1%	Shares	Sole	2025-10-20
2025-06-30	$240,782	2,639	-1.2%	Shares	Sole	2025-07-17
2025-03-31	$209,007	2,670	-51.8%	Shares	Sole	2025-04-09
2023-03-31	$289,870	5,534	-17.2%	Shares	Sole	2023-05-03
2022-12-31	$556,593	6,685	+0.6%	Shares	Sole	2023-01-19
2022-09-30	$477,791	6,648	+10.9%	Shares	Sole	2022-10-14
2022-06-30	$378,764	5,995	-0.6%	Shares	Sole	2022-07-22
2022-03-31	$508,473	6,031	-12.0%	Shares	Sole	2022-05-02
2021-12-31	$576,085	6,850	+11.9%	Shares	Sole	2022-01-26
2021-09-30	$445,707	6,119	+96.9%	Shares	Sole	2021-11-02
2021-06-30	$226,293	3,108	-70.2%	Shares	Sole	2021-07-15
2020-06-30	$351,604	10,421	+5.0%	Shares	Sole	2020-08-11
2020-03-31	$333,712	9,926	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.