Cetera Investment Advisers

Position in SCHW — Schwab Charles Corp

CIK 1666741 SCHAUMBURG, IL

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$58,322,484

+$4,753,640 QoQ

Shares Held

620,584

+15.7% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cetera Investment Advisers holds $332,103,427 across 39 Capital Markets names. SCHW ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	123,607	$104,570,285
2	MS	Morgan Stanley	381,181	$62,730,957
3	SCHW	Schwab Charles Corp This page	620,584	$58,322,484
4	HOOD	Robinhood Markets, Inc.	532,448	$36,898,646
5	IBKR	Interactive Brokers Group, Inc.	209,311	$14,038,488
6	IREN	IREN Ltd	300,029	$10,284,994
7	LPLA	LPL Financial Holdings Inc.	19,511	$5,869,494
8	BMNR	Bitmine Immersion Technologies, Inc.	284,027	$5,618,054

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,322,484	620,584	+15.7%	Shares	Sole	2026-05-13
2025-12-31	$53,568,844	536,171	+1.1%	Shares	Sole	2026-02-17
2025-09-30	$50,656,000	530,596	+23.8%	Shares	Sole	2025-11-14
2025-06-30	$39,092,964	428,463	+7.4%	Shares	Sole	2025-08-08
2025-03-31	$31,243,426	399,124	+5.2%	Shares	Sole	2025-05-06
2024-12-31	$28,066,812	379,230	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$25,092,746	387,174	-0.8%	Shares	Sole	2024-11-13
2024-06-30	$28,757,890	390,255	-0.7%	Shares	Sole	2024-08-22
2024-03-31	$28,422,313	392,899	+255.8%	Shares	Sole	2024-05-24
2023-12-31	$7,597,240	110,425	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$6,039,933	110,017	-12.0%	Shares	Sole	2023-11-14
2023-06-30	$7,087,437	125,043	+28.8%	Shares	Sole	2023-08-10
2023-03-31	$5,083,740	97,055	+39.8%	Shares	Sole	2023-05-15
2022-12-31	$5,778,660	69,405	+40.9%	Shares	Sole	2023-02-14
2022-09-30	$3,539,669	49,251	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$3,139,161	49,686	+16.9%	Shares	Sole	2022-08-11
2022-03-31	$3,584,186	42,512	-2.3%	Shares	Sole	2022-05-13
2021-12-31	$3,659,527	43,514	+4.0%	Shares	Sole	2022-02-14
2021-09-30	$3,047,042	41,832	-1.5%	Shares	Sole	2021-11-16
2021-06-30	$3,092,823	42,478	+6.6%	Shares	Sole	2021-08-13
2021-03-31	$2,596,119	39,830	-9.9%	Shares	Sole	2021-05-17
2020-12-31	$2,344,951	44,211	+23.4%	Shares	Sole	2021-02-17
2020-09-30	$1,297,541	35,814	+7.6%	Shares	Sole	2020-11-13
2020-06-30	$1,123,238	33,291	+24.5%	Shares	Sole	2020-08-13
2020-03-31	$898,662	26,730	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.