Position in SCHW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,938,325
+$2,988,081 QoQ
Shares Held
41,906
+340.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $64,937,739 across 14 Capital Markets names. SCHW ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,551 | $27,537,820 | |
| 2 | MS |
Morgan Stanley
|
151,390 | $24,914,252 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
41,906 | $3,938,325 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
44,941 | $3,114,411 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
96,730 | $1,913,319 | |
| 6 | IREN |
IREN Ltd
|
23,437 | $803,420 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,658 | $647,762 | |
| 8 | EVR |
Evercore Inc.
|
1,895 | $565,676 |
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,938,325 | 41,906 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $950,244 | 9,511 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $908,969 | 9,521 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $862,674 | 9,455 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $793,446 | 10,136 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $696,804 | 9,415 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $566,115 | 8,735 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $783,545 | 10,633 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $725,063 | 10,023 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $852,982 | 12,398 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $570,520 | 10,392 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $619,172 | 10,924 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $609,650 | 11,639 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $767,657 | 9,220 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $630,802 | 8,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $666,801 | 10,554 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $916,702 | 10,873 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $791,212 | 9,408 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $652,355 | 8,956 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $590,125 | 8,105 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $695,926 | 10,677 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $453,120 | 8,543 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $249,045 | 6,874 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||