Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$141,542
+$291 QoQ
Shares Held
1,534
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,976
of 2,296 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $1,210,292 across 17 Capital Markets names. SCHW ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
804 | $813,141 | |
| 2 | MS |
Morgan Stanley
|
960 | $200,678 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,534 | $141,542 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
367 | $36,802 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
22 | $6,196 | |
| 6 | XP |
XP Inc.
|
249 | $4,048 | |
| 7 | TW |
Tradeweb Markets Inc.
|
23 | $2,292 | |
| 8 | NMR |
Nomura Holdings Inc
|
211 | $1,852 |
All Filings in SCHW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,542 | 1,534 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $141,251 | 1,503 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $149,865 | 1,500 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $142,441 | 1,492 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $136,130 | 1,492 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $113,740 | 1,453 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $106,796 | 1,443 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $94,298 | 1,455 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $114,882 | 1,559 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $105,182 | 1,454 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $100,379 | 1,459 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $77,793 | 1,417 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $75,951 | 1,340 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $17,599 | 336 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $71,853 | 863 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $54,333 | 756 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $33,801 | 535 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $48,056 | 570 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $40,452 | 481 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $34,671 | 476 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,726 | 216 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,150 | 33 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||