Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,803,588
-$359,644 QoQ
Shares Held
192,951
-0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#384
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026World Investment Advisors holds $35,220,928 across 7 Capital Markets names. SCHW ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
192,951 | $17,803,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,935 | $9,036,590 | |
| 3 | MS |
Morgan Stanley
|
26,428 | $5,524,509 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,340 | $1,839,135 | |
| 5 | GOLD |
Gold.com, Inc.
|
10,840 | $451,052 | |
| 6 | MC |
Moelis & Co
|
5,518 | $360,987 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
15,407 | $205,067 |
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,803,588 | 192,951 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,163,232 | 193,267 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $18,478,654 | 184,953 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $16,594,308 | 173,817 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $15,900,302 | 174,269 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,760,187 | 163,007 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,212,662 | 151,502 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,211,055 | 142,124 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||