Position in SCHW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,078,690
-$170,682 QoQ
Shares Held
32,759
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026GM Advisory Group, LLC holds $28,688,375 across 9 Capital Markets names. SCHW ranks #7 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
49,809 | $4,752,276 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,566 | $4,708,780 | |
| 3 | WULF |
Terawulf Inc.
|
305,778 | $4,412,376 | |
| 4 | PURR |
Hyperliquid Strategies Inc
|
827,644 | $4,212,707 | |
| 5 | IREN |
IREN Ltd
|
109,515 | $3,754,174 | |
| 6 | MS |
Morgan Stanley
|
21,036 | $3,461,894 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
32,759 | $3,078,690 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,350 | $303,623 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,078,690 | 32,759 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,249,372 | 32,523 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,349,469 | 35,084 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,264,202 | 35,776 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,547,857 | 32,548 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,534,671 | 20,736 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,295,292 | 19,986 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,502,244 | 20,386 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,499,752 | 20,732 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,442,116 | 20,961 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,109,583 | 20,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $595,763 | 10,511 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,008,891 | 19,261 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||