BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in SCHW — Schwab Charles Corp
CIK 1654599
MORRISTOWN, NJ
Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$32,294
+$1,845 QoQ
Shares Held
350
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,122
of 2,304 holders
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $57,442,830 across 8 Capital Markets names. SCHW ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
228,589 | $47,784,244 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,056 | $9,158,966 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
6,112 | $305,477 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,264 | $110,018 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
350 | $32,294 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
700 | $26,012 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
250 | $25,070 | |
| 8 | ABTC |
American Bitcoin Corp.
|
73 | $749 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,294 | 350 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $30,449 | 324 | Shares | Sole | 2026-04-14 | |
| 2023-06-30 | $208,072 | 3,671 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||