Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,203,200
-$325,290 QoQ
Shares Held
13,040
-19.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,133
of 2,303 holders
Holding Since
Sep 2021
19 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Koshinski Asset Management, Inc. holds $8,942,447 across 7 Capital Markets names. SCHW ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
16,785 | $3,508,736 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,129 | $2,153,206 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
13,040 | $1,203,200 | |
| 4 | HGBL |
Heritage Global Inc.
|
917,304 | $1,109,937 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,372 | $538,704 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,208 | $366,264 | |
| 7 | SBET |
Sharplink, Inc.
|
13,000 | $62,400 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,200 | 13,040 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,528,490 | 16,264 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,301,927 | 13,031 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,299,824 | 13,615 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,250,717 | 13,708 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,032,982 | 13,196 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,010,310 | 13,651 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $895,220 | 13,813 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,040,134 | 14,115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $746,982 | 10,326 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $839,772 | 12,206 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $843,428 | 15,363 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $959,138 | 16,922 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,114,384 | 21,275 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $640,519 | 7,693 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $236,103 | 3,737 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $254,616 | 3,020 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $238,844 | 2,840 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $201,693 | 2,769 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||