Sowell Financial Services LLC
Position in SCHW — Schwab Charles Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,254,872
+$18,754 QoQ
Shares Held
13,600
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#291
of 767 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $20,353,295 across 10 Capital Markets names. SCHW ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
40,917 | $8,553,289 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,214 | $6,284,653 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
26,868 | $2,338,590 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
13,600 | $1,254,872 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,217 | $824,000 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,580 | $356,782 | |
| 7 | SF |
Stifel Financial Corp
|
4,928 | $343,826 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
2,482 | $332,910 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,872 | 13,600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,236,118 | 13,153 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,393,644 | 13,949 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $624,278 | 6,539 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $624,629 | 6,846 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $532,538 | 6,803 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $1,031,954 | 14,004 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,162,359 | 16,068 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,087,934 | 15,813 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $582,049 | 10,602 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,162,223 | 20,505 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $462,567 | 8,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,554,963 | 18,676 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $735,805 | 10,238 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $1,325,416 | 15,760 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,055,160 | 14,486 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,087,171 | 28,666 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,925,221 | 29,537 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,489,257 | 28,078 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $770,503 | 21,267 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $755,877 | 22,403 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,298,875 | 38,634 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||