Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$205,116
-$3,801 QoQ
Shares Held
2,223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,940
of 2,304 holders
Holding Since
Jun 2020
18 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, 2026Teamwork Financial Advisors, LLC holds $38,828,525 across 6 Capital Markets names. SCHW ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
218,819 | $21,943,169 | |
| 2 | GS |
Goldman Sachs Group Inc
|
13,531 | $13,684,847 | |
| 3 | BMNR |
Bitmine Immersion Technologies, Inc.
|
134,246 | $1,786,814 | |
| 4 | IREN |
IREN Ltd
|
21,894 | $1,001,212 | |
| 5 | MS |
Morgan Stanley
|
992 | $207,367 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
2,223 | $205,116 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,116 | 2,223 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $208,917 | 2,223 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $240,183 | 2,404 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $239,534 | 2,509 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $204,286 | 2,239 | Shares | Sole | 2025-07-07 | |
| 2023-12-31 | $200,345 | 2,912 | Shares | Sole | 2024-01-19 | |
| 2023-03-31 | $220,153 | 4,203 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $394,069 | 4,733 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $356,259 | 4,957 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $484,653 | 7,671 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,764,103 | 32,785 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,636,501 | 19,459 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,466,633 | 20,135 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $1,475,349 | 20,263 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,301,318 | 19,965 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,258,108 | 23,720 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $996,578 | 27,507 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $2,007,226 | 59,491 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||