Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,466,651
+$235,760 QoQ
Shares Held
15,606
+26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MCF Advisors LLC holds $3,546,326 across 15 Capital Markets names. SCHW ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
15,606 | $1,466,651 | |
| 2 | MS |
Morgan Stanley
|
6,894 | $1,134,545 | |
| 3 | GS |
Goldman Sachs Group Inc
|
933 | $789,308 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
138 | $41,514 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
2,224 | $41,032 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
333 | $23,076 | |
| 7 | LAZ |
Lazard, Inc.
|
430 | $18,266 | |
| 8 | WULF |
Terawulf Inc.
|
903 | $13,030 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,466,651 | 15,606 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,230,891 | 12,320 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $647,573 | 6,783 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $613,497 | 6,724 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $519,387 | 6,635 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $489,058 | 6,608 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $460,604 | 7,107 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $535,947 | 7,273 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $519,979 | 7,188 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $549,436 | 7,986 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $77,958 | 1,420 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $98,736 | 1,742 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $91,036 | 1,738 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $61,445 | 738 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $47,649 | 663 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $41,888 | 663 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $55,897 | 663 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $48,292 | 663 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $43,540 | 598 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $38,977 | 598 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,520 | 500 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $18,115 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,870 | 500 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $16,810 | 500 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||