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Equibles

MCF Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 1602905 LEXINGTON, KY
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,425,571
-$41,080 QoQ
Shares Held
15,450
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,065
of 2,314 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026

MCF Advisors LLC holds $3,723,522 across 13 Capital Markets names. SCHW ranks #1 (38.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
This page 		15,450 $1,425,571
2 MS
Morgan Stanley
 5,376 $1,123,799
3 GS
Goldman Sachs Group Inc
 965 $975,972
4 IREN
IREN Ltd
 1,157 $52,909
5 LPLA
LPL Financial Holdings Inc.
 138 $38,871
6 HOOD
Robinhood Markets, Inc.
 339 $33,994
7 GLXY
Galaxy Digital Inc.
 1,112 $30,402
8 LAZ
Lazard, Inc.
 430 $18,034

All Filings in SCHW

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,425,571 15,450
2026-03-31 $1,466,651 15,606
2025-12-31 $1,230,891 12,320
2025-09-30 $647,573 6,783
2025-06-30 $613,497 6,724
2025-03-31 $519,387 6,635
2024-12-31 $489,058 6,608
2024-09-30 $460,604 7,107
2024-06-30 $535,947 7,273
2024-03-31 $519,979 7,188
2023-12-31 $549,436 7,986
2023-09-30 $77,958 1,420
2023-06-30 $98,736 1,742
2023-03-31 $91,036 1,738
2022-12-31 $61,445 738
2022-09-30 $47,649 663
2022-06-30 $41,888 663
2022-03-31 $55,897 663
2021-09-30 $48,292 663
2021-06-30 $43,540 598
2021-03-31 $38,977 598
2020-12-31 $26,520 500
2020-09-30 $18,115 500
2020-06-30 $16,870 500
2020-03-31 $16,810 500