Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$459,504
+$89,129 QoQ
Shares Held
4,980
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,545
of 2,304 holders
Holding Since
Mar 2020
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, 2026Advisory Alpha, LLC holds $3,365,649 across 3 Capital Markets names. SCHW ranks #3 (13.7% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,504 | 4,980 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $370,375 | 3,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $482,765 | 4,832 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $478,304 | 5,010 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $479,739 | 5,258 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $391,400 | 5,000 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $377,673 | 5,103 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $363,195 | 5,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $411,779 | 5,588 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $370,380 | 5,120 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $262,265 | 3,812 | Shares | Sole | 2024-01-23 | |
| 2020-03-31 | $10,590 | 315 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||