Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,350,832
+$11,242 QoQ
Shares Held
14,640
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,084
of 2,304 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, 2026Checchi Capital Advisers, LLC holds $16,484,462 across 8 Capital Markets names. SCHW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,022 | $10,135,950 | |
| 2 | MS |
Morgan Stanley
|
15,974 | $3,339,204 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
14,640 | $1,350,832 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
8,584 | $860,803 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,358 | $292,280 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,785 | $239,154 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
12,570 | $167,306 | |
| 8 | NMR |
Nomura Holdings Inc
|
11,268 | $98,933 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,350,832 | 14,640 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,339,590 | 14,254 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,294,134 | 12,953 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,241,110 | 13,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,340,133 | 14,688 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,141,948 | 14,588 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,052,348 | 14,219 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $897,164 | 13,843 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,016,627 | 13,796 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $976,372 | 13,497 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $926,736 | 13,470 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $734,452 | 13,378 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $776,799 | 13,705 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $726,458 | 13,869 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,156,731 | 13,893 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $970,891 | 13,509 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $837,956 | 13,263 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,240,031 | 14,708 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,134,509 | 13,490 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $955,296 | 13,115 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $931,895 | 12,799 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $855,226 | 13,121 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $683,049 | 12,878 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $329,185 | 9,086 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $335,240 | 9,936 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $324,063 | 9,639 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||