Position in SCHW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,630,635
-$188,624 QoQ
Shares Held
38,632
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $11,892,812 across 10 Capital Markets names. SCHW ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,598 | $3,889,862 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
38,632 | $3,630,635 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
10,884 | $3,274,233 | |
| 4 | MS |
Morgan Stanley
|
4,777 | $786,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,702 | $181,223 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
450 | $64,629 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
374 | $61,702 | |
| 8 | PJT |
PJT Partners Inc.
|
25 | $3,493 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,630,635 | 38,632 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,819,259 | 38,227 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $3,136,857 | 32,857 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,859,096 | 31,336 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,308,242 | 29,487 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,070,651 | 27,978 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,348,001 | 36,229 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $2,401,704 | 32,592 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $2,202,463 | 30,446 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,520,204 | 22,096 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,118,367 | 20,371 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $1,104,579 | 19,488 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $1,204,163 | 22,989 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $1,351,393 | 16,231 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $827,151 | 11,509 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $590,353 | 9,344 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $663,519 | 7,870 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $465,914 | 5,540 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $302,577 | 4,154 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $166,734 | 2,290 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $149,262 | 2,290 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $121,461 | 2,290 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $106,516 | 2,940 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $92,785 | 2,750 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $92,455 | 2,750 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||