Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,460,541
-$101,406 QoQ
Shares Held
15,829
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,054
of 2,309 holders
Holding Since
Mar 2020
26 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, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names. SCHW ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
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|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,401 | $240,772 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,460,541 | 15,829 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,561,947 | 16,620 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,817,163 | 18,188 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,964,199 | 20,574 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,124,067 | 23,280 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $389,129 | 4,971 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,043,859 | 27,616 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,928,485 | 29,756 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,933,182 | 26,234 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,974,302 | 27,292 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,567,813 | 22,788 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,283,122 | 23,372 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,332,603 | 23,511 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,064,780 | 20,328 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,516,747 | 18,217 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,358,486 | 18,902 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $831,385 | 13,159 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $811,483 | 9,625 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,086,992 | 12,925 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,019,031 | 13,990 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,099,722 | 15,104 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $775,902 | 11,904 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $870,068 | 16,404 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $790,574 | 21,821 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $771,801 | 22,875 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $902,259 | 26,837 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||