Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,449,350
-$296,357 QoQ
Shares Held
48,221
-4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#675
of 2,303 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $64,956,377 across 9 Capital Markets names. SCHW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
34,585 | $34,978,231 | |
| 2 | MS |
Morgan Stanley
|
121,253 | $25,346,726 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
48,221 | $4,449,350 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
265 | $74,645 | |
| 5 | IREN |
IREN Ltd
|
1,214 | $55,516 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
292 | $25,415 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,366 | $19,875 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
66 | $6,618 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,449,350 | 48,221 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,745,707 | 50,497 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,494,249 | 54,992 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $5,051,890 | 52,916 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,861,083 | 53,278 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,139,602 | 52,882 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,685,327 | 49,795 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,104,139 | 47,896 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,068,451 | 41,640 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,799,196 | 38,695 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,596,168 | 37,735 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,039,754 | 37,154 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,028,463 | 35,788 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,855,823 | 35,430 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $10,240 | 123 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $8,840 | 123 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,771 | 123 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,370 | 123 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $77,624 | 923 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $8,959 | 123 | Shares | Defined | 2021-11-04 | |
| 2021-03-31 | $8,017 | 123 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,523 | 123 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,456 | 123 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,150 | 123 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,135 | 123 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||