Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,338,859
+$236,903 QoQ
Shares Held
25,348
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#885
of 2,303 holders
Holding Since
Mar 2020
25 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, 2026Dynamic Advisor Solutions LLC holds $19,732,460 across 6 Capital Markets names. SCHW ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
39,848 | $8,329,825 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,428 | $7,512,456 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
25,348 | $2,338,859 | |
| 4 | EVR |
Evercore Inc.
|
2,915 | $995,297 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,927 | $293,519 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,634 | $262,504 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,338,859 | 25,348 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,101,956 | 22,366 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,202,515 | 22,045 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,330,518 | 24,411 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,732,008 | 18,983 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,020,536 | 13,037 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $1,022,507 | 15,777 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,260,025 | 17,099 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,289,532 | 17,826 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,165,265 | 16,937 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $770,850 | 14,041 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $757,358 | 13,362 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $617,193 | 11,783 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $450,186 | 5,407 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $361,506 | 5,030 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $291,386 | 4,612 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $382,177 | 4,533 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $419,490 | 4,988 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $363,544 | 4,991 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $416,254 | 5,717 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $299,828 | 4,600 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $261,964 | 4,939 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $276,652 | 7,636 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $352,076 | 10,435 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $544,038 | 16,182 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||