Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$696,546
+$62,428 QoQ
Shares Held
7,549
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,367
of 2,303 holders
Holding Since
Dec 2020
19 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, 2026Proficio Capital Partners LLC holds $11,842,265 across 8 Capital Markets names. SCHW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,112 | $8,204,233 | |
| 2 | MS |
Morgan Stanley
|
8,753 | $1,829,727 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
7,549 | $696,546 | |
| 4 | EVR |
Evercore Inc.
|
1,073 | $366,365 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,643 | $265,040 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,453 | $222,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,979 | $207,844 | |
| 8 | SLNH |
Soluna Holdings, Inc
|
37,000 | $49,950 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,546 | 7,549 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $634,118 | 6,950 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $499,817 | 6,385 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $441,025 | 5,959 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $348,037 | 4,723 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $325,312 | 4,497 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $290,955 | 4,229 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $204,447 | 3,724 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $207,448 | 3,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $298,723 | 5,703 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $545,103 | 6,547 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $437,903 | 6,093 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $540,252 | 8,551 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $721,777 | 8,561 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $636,216 | 7,565 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $537,777 | 7,383 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $568,573 | 7,809 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $494,129 | 7,581 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $228,337 | 4,305 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||