Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,525,286
+$6,204,544 QoQ
Shares Held
92,395
+274.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#533
of 2,304 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $82,613,733 across 48 Capital Markets names. SCHW ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
105,002 | $21,949,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,336 | $21,578,590 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
94,163 | $9,442,665 | |
| 4 | SCHW |
Schwab Charles Corp
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|
92,395 | $8,525,286 | |
| 5 | EVR |
Evercore Inc.
|
20,526 | $7,008,397 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
40,700 | $2,034,186 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,108 | $1,924,280 | |
| 8 | TW |
Tradeweb Markets Inc.
|
13,827 | $1,377,998 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,525,286 | 92,395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,320,742 | 24,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,322,207 | 33,252 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,703,287 | 164,484 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $320,799 | 3,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $180,122 | 2,301 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $166,374 | 2,248 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $89,632 | 1,383 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $64,626 | 877 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $35,157 | 486 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,363 | 514 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $30,249 | 551 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $70,622 | 1,246 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,604 | 317 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,914 | 23 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $5,246 | 73 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $14,215 | 225 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $927 | 11 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $925 | 11 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $801 | 11 | Shares | Sole | 2021-11-05 | |
| 2020-06-30 | $44,638 | 1,323 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $44,479 | 1,323 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||