Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$238,610
+$277 QoQ
Shares Held
2,586
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,878
of 2,309 holders
Holding Since
Dec 2020
17 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, 2026Almanack Investment Partners, LLC. holds $2,319,469 across 8 Capital Markets names. SCHW ranks #7 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GLXY |
Galaxy Digital Inc.
|
15,875 | $434,022 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
29,050 | $386,655 | |
| 3 | MS |
Morgan Stanley
|
1,696 | $354,531 | |
| 4 | GS |
Goldman Sachs Group Inc
|
301 | $304,422 | |
| 5 | CLSK |
Cleanspark, Inc.
|
20,170 | $293,473 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
32,990 | $259,631 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
2,586 | $238,610 | |
| 8 | BRR |
ProCap Financial, Inc.
|
31,250 | $48,125 |
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,610 | 2,586 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $238,333 | 2,536 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,371 | 2,536 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $385,412 | 4,037 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $226,275 | 2,480 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $271,616 | 3,670 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $237,852 | 3,670 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $270,000 | 3,664 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $265,053 | 3,664 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $238,048 | 3,460 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $246,444 | 4,348 | Shares | Sole | 2023-10-04 | |
| 2022-06-30 | $409,659 | 6,484 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $286,063 | 3,393 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $255,327 | 3,036 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $218,082 | 2,994 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $700,750 | 10,751 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $413,393 | 7,794 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||