Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,297,131
-$4,209 QoQ
Shares Held
14,058
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,099
of 2,304 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ausdal Financial Partners, Inc. holds $7,967,057 across 10 Capital Markets names. SCHW ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,698 | $1,717,305 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
28,815 | $1,716,509 | |
| 3 | MS |
Morgan Stanley
|
6,556 | $1,370,466 | |
| 4 | SCHW |
Schwab Charles Corp
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|
14,058 | $1,297,131 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,505 | $652,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,324 | $376,360 | |
| 7 | IREN |
IREN Ltd
|
7,191 | $328,843 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
17,354 | $230,981 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,131 | 14,058 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,301,340 | 13,847 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,368,965 | 13,702 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,251,801 | 13,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $554,921 | 6,082 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $564,633 | 7,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $485,653 | 6,562 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $291,645 | 4,500 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $300,581 | 4,079 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $356,129 | 4,923 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $363,057 | 5,277 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $284,382 | 5,180 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $339,683 | 5,993 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $216,957 | 4,142 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $243,202 | 2,921 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $233,793 | 3,253 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $205,524 | 3,253 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $240,030 | 2,847 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $273,156 | 3,248 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $236,511 | 3,247 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $274,930 | 3,776 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $286,792 | 4,400 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $272,890 | 5,145 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||