Position in SCHW
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$598,001
-$73,486 QoQ
Shares Held
6,481
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,433
of 2,309 holders
Holding Since
Mar 2020
26 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, 2026Rehmann Capital Advisory Group holds $7,353,752 across 7 Capital Markets names. SCHW ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,600 | $3,640,932 | |
| 2 | MS |
Morgan Stanley
|
7,648 | $1,598,737 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
6,481 | $598,001 | |
| 4 | SF |
Stifel Financial Corp
|
8,349 | $582,509 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
2,922 | $391,927 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,658 | $318,392 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,826 | $223,254 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,001 | 6,481 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $671,487 | 7,145 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $727,644 | 7,283 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $679,746 | 7,120 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $601,727 | 6,595 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $512,029 | 6,541 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $488,317 | 6,598 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $439,346 | 6,779 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $504,850 | 6,851 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $600,349 | 8,299 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $573,104 | 8,330 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $483,120 | 8,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $411,666 | 7,263 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $377,607 | 7,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $519,958 | 6,245 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $429,495 | 5,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $375,984 | 5,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $487,058 | 5,777 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $478,781 | 5,693 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $441,920 | 6,067 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $439,772 | 6,040 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $384,170 | 5,894 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $320,679 | 6,046 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $221,981 | 6,127 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $206,724 | 6,127 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $204,544 | 6,084 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||