Position in SCHW
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$12,201,799
-$124,996 QoQ
Shares Held
129,834
+5.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.25775990880663.ToString("F0")%
Shared 0.ToString("F0")%
None 98.74224009119337.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $122,060,434 across 39 Capital Markets names. SCHW ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
57,826 | $48,920,217 | |
| 2 | MS |
Morgan Stanley
|
245,197 | $40,352,070 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
129,834 | $12,201,799 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58,235 | $4,035,685 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
111,435 | $2,204,184 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
38,678 | $1,596,241 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
39,025 | $1,518,853 | |
| 8 | SF |
Stifel Financial Corp
|
17,740 | $1,311,340 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,201,799 | 129,834 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $12,326,795 | 123,379 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,806,919 | 155,095 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,083,945 | 99,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,854,380 | 100,337 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,235,513 | 97,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,007,692 | 92,697 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,841,674 | 92,844 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,892,093 | 81,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,313,355 | 77,229 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,335,672 | 78,974 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,434,473 | 78,237 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,082,615 | 58,851 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,191,558 | 50,343 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,454,287 | 48,063 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,825,220 | 44,717 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,854,063 | 45,713 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,740,380 | 56,366 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,383,855 | 46,456 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,700,450 | 37,089 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,572,728 | 24,129 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $791,728 | 14,927 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $423,057 | 11,677 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $366,855 | 10,873 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $342,150 | 10,177 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||