Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,402,083
+$3,445,807 QoQ
Shares Held
80,222
+90.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#560
of 2,303 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealthspire Advisors, LLC holds $56,879,638 across 12 Capital Markets names. SCHW ranks #5 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,413 | $12,554,135 | |
| 2 | MS |
Morgan Stanley
|
45,471 | $9,505,257 | |
| 3 | WULF |
Terawulf Inc.
|
319,922 | $7,902,073 | |
| 4 | IREN |
IREN Ltd
|
166,475 | $7,612,901 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
80,222 | $7,402,083 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
826,644 | $6,505,688 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
32,293 | $2,022,510 | |
| 8 | PIPR |
Piper Sandler Companies
|
26,840 | $1,941,605 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,402,083 | 80,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,956,276 | 42,097 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,228,889 | 52,336 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,543,656 | 79,016 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,023,280 | 87,936 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,943,592 | 88,702 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,353,245 | 45,308 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,856,565 | 44,076 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,886,584 | 39,172 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,841,008 | 39,273 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,693,657 | 39,152 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,099,925 | 38,250 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,880,817 | 50,826 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,657,289 | 50,731 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,307,705 | 51,738 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,298,186 | 31,977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,984,673 | 31,413 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $536,970 | 6,369 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $824,011 | 9,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $735,975 | 10,104 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $475,303 | 6,528 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,064,063 | 16,325 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $632,024 | 11,916 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $200,044 | 5,929 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $479,387 | 14,259 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||