Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$820,095
-$133,708 QoQ
Shares Held
8,888
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,293
of 2,304 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $6,106,166 across 6 Capital Markets names. SCHW ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,297 | $2,323,116 | |
| 2 | MS |
Morgan Stanley
|
7,918 | $1,655,178 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
8,888 | $820,095 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,562 | $658,196 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,266 | $528,074 | |
| 6 | SBET |
Sharplink, Inc.
|
25,314 | $121,507 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $820,095 | 8,888 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $953,803 | 10,149 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,014,685 | 10,156 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,137,812 | 32,867 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,971,139 | 32,564 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,583,318 | 33,001 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,545,277 | 34,391 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,373,018 | 36,615 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,441 | 37,609 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,126,317 | 43,217 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,085,542 | 44,848 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $1,439,493 | 22,784 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,281,474 | 17,593 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,595,412 | 21,912 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,170,437 | 17,957 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $937,694 | 17,679 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $519,755 | 14,346 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $498,643 | 14,779 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $521,580 | 15,514 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||