Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,164,631
+$36,496 QoQ
Shares Held
12,622
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,147
of 2,304 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,173,677 across 6 Capital Markets names. SCHW ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,425 | $2,452,572 | |
| 2 | MS |
Morgan Stanley
|
7,157 | $1,496,099 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
12,622 | $1,164,631 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,216 | $422,780 | |
| 5 | PIPR |
Piper Sandler Companies
|
5,582 | $403,801 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
830 | $233,794 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,631 | 12,622 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,128,135 | 12,004 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,199,619 | 12,007 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,077,951 | 11,291 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,057,562 | 11,591 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $896,853 | 11,457 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $831,576 | 11,236 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $719,779 | 11,106 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $876,689 | 11,897 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $887,250 | 12,265 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $803,928 | 11,685 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $515,730 | 9,394 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $438,079 | 7,729 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $377,345 | 7,204 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $553,679 | 6,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $529,610 | 7,369 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $363,853 | 5,759 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $523,986 | 6,215 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $489,882 | 5,825 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $444,688 | 6,105 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $346,502 | 4,759 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $300,414 | 4,609 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $272,784 | 5,143 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||