TCI Wealth Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1583751 Tucson, AZ

Position in SCHW

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$870,536

+$16,706 QoQ

Shares Held

9,263

+8.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

TCI Wealth Advisors, Inc. holds $1,973,946 across 4 Capital Markets names. SCHW ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	9,263	$870,536
2	GS	Goldman Sachs Group Inc	1,014	$857,833
3	MS	Morgan Stanley	1,485	$244,386
4	ABTC	American Bitcoin Corp.	19,345	$1,191

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$870,536	9,263	+8.4%	Shares	Sole	2026-04-27
2025-12-31	$853,830	8,546	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$822,474	8,615	-32.7%	Shares	Sole	2025-10-14
2025-06-30	$1,167,233	12,793	-0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,001,592	12,795	-5.1%	Shares	Sole	2025-04-21
2024-12-31	$998,172	13,487	-14.8%	Shares	Sole	2025-01-23
2024-09-30	$1,025,942	15,830	+23.6%	Shares	Sole	2024-10-24
2024-06-30	$943,968	12,810	+18.8%	Shares	Sole	2024-07-30
2024-03-31	$780,259	10,786	-27.9%	Shares	Sole	2024-05-07
2023-12-31	$1,029,729	14,967	-6.6%	Shares	Sole	2024-02-06
2023-09-30	$879,717	16,024	-2.9%	Shares	Sole	2023-10-31
2023-06-30	$935,049	16,497	-12.2%	Shares	Sole	2023-08-04
2023-03-31	$984,010	18,786	+179.1%	Shares	Sole	2023-05-03
2022-12-31	$560,339	6,730	+7.0%	Shares	Sole	2023-02-07
2022-09-30	$451,846	6,287	-12.5%	Shares	Sole	2022-11-08
2022-06-30	$453,948	7,185	-14.3%	Shares	Sole	2022-07-19
2022-03-31	$706,602	8,381	+7.5%	Shares	Sole	2022-04-29
2021-12-31	$655,811	7,798	+19.6%	Shares	Sole	2022-01-24
2021-09-30	$475,062	6,522	+1.9%	Shares	Sole	2021-10-29
2021-06-30	$466,202	6,403	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$415,718	6,378	-61.7%	Shares	Sole	2021-04-29
2020-12-31	$883,964	16,666	+2.9%	Shares	Sole	2021-01-21
2020-09-30	$586,926	16,200	+78.8%	Shares	Sole	2020-10-20
2020-06-30	$305,650	9,059	+12.8%	Shares	Sole	2020-07-20
2020-03-31	$269,968	8,030	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.