NewEdge Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1633516 NEW ORLEANS, LA

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$15,306,208

+$3,104,409 QoQ

Shares Held

165,885

+27.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#420

of 2,310 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. SCHW ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	62,498	$63,208,602
2	MS	Morgan Stanley	278,364	$58,189,210
3	MIAX	Miami International Holdings, Inc.	681,610	$25,328,627
4	SCHW	Schwab Charles Corp This page	165,885	$15,306,208
5	HOOD	Robinhood Markets, Inc.	68,920	$6,911,297
6	IREN	IREN Ltd	118,577	$5,422,526
7	JEF	Jefferies Financial Group Inc.	68,577	$3,427,478
8	BMNR	Bitmine Immersion Technologies, Inc.	169,649	$2,258,028

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,306,208	165,885	+27.8%	Shares	Sole	2026-08-12
2026-03-31	$12,201,799	129,834	+5.2%	Shares	Sole	2026-06-03
2025-12-31	$12,326,795	123,379	-20.4%	Shares	Sole	2026-02-18
2025-09-30	$14,806,919	155,095	+55.8%	Shares	Sole	2025-11-17
2025-06-30	$9,083,945	99,561	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$7,854,380	100,337	+2.6%	Shares	Sole	2025-05-15
2024-12-31	$7,235,513	97,764	+5.5%	Shares	Sole	2025-02-13
2024-09-30	$6,007,692	92,697	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$6,841,674	92,844	+14.0%	Shares	Sole	2024-08-16
2024-03-31	$5,892,093	81,450	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$5,313,355	77,229	-2.2%	Shares	Sole	2024-02-13
2023-09-30	$4,335,672	78,974	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$4,434,473	78,237	+32.9%	Shares	Sole	2023-08-14
2023-03-31	$3,082,615	58,851	+16.9%	Shares	Sole	2023-05-12
2022-12-31	$4,191,558	50,343	+4.7%	Shares	Sole	2023-02-14
2022-09-30	$3,454,287	48,063	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$2,825,220	44,717	-2.2%	Shares	Sole	2022-08-09
2022-03-31	$3,854,063	45,713	-18.9%	Shares	Sole	2022-05-13
2021-12-31	$4,740,380	56,366	+21.3%	Shares	Sole	2022-02-17
2021-09-30	$3,383,855	46,456	+25.3%	Shares	Sole	2021-10-29
2021-06-30	$2,700,450	37,089	+53.7%	Shares	Sole	2021-07-22
2021-03-31	$1,572,728	24,129	+61.6%	Shares	Sole	2021-04-26
2020-12-31	$791,728	14,927	+27.8%	Shares	Sole	2021-01-27
2020-09-30	$423,057	11,677	+7.4%	Shares	Sole	2020-11-03
2020-06-30	$366,855	10,873	+6.8%	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.