Parallel Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1690010 SAN FRANCISCO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,465,015

-$556,013 QoQ

Shares Held

37,553

-12.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#755

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Parallel Advisors, LLC holds $35,201,514 across 43 Capital Markets names. SCHW ranks #4 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	57,472	$12,013,946
2	GS	Goldman Sachs Group Inc	7,586	$7,672,252
3	HOOD	Robinhood Markets, Inc.	75,344	$7,555,496
4	SCHW	Schwab Charles Corp This page	37,553	$3,465,015
5	LPLA	LPL Financial Holdings Inc.	2,615	$736,593
6	IBKR	Interactive Brokers Group, Inc.	7,071	$615,459
7	JEF	Jefferies Financial Group Inc.	9,639	$481,757
8	EVR	Evercore Inc.	986	$336,659

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,465,015	37,553	-12.2%	Shares	Sole	2026-08-05
2026-03-31	$4,021,028	42,786	+5.7%	Shares	Sole	2026-05-07
2025-12-31	$4,044,556	40,482	-2.0%	Shares	Sole	2026-02-11
2025-09-30	$3,942,147	41,292	+6.7%	Shares	Sole	2025-11-13
2025-06-30	$3,531,900	38,710	-1.4%	Shares	Sole	2025-07-08
2025-03-31	$3,074,212	39,272	+9.1%	Shares	Sole	2025-04-08
2024-12-31	$2,663,841	35,993	-9.6%	Shares	Sole	2025-02-10
2024-09-30	$2,579,308	39,798	-7.3%	Shares	Sole	2024-11-13
2024-06-30	$3,163,290	42,927	-2.6%	Shares	Sole	2024-08-08
2024-03-31	$3,186,866	44,054	-14.8%	Shares	Sole	2024-05-06
2023-12-31	$3,557,785	51,712	+6.1%	Shares	Sole	2024-02-12
2023-09-30	$2,675,277	48,730	-14.9%	Shares	Sole	2024-05-20
2023-06-30	$3,244,419	57,241	+3.8%	Shares	Sole	2024-05-20
2023-03-31	$2,887,604	55,128	+70.9%	Shares	Sole	2024-05-20
2022-12-31	$2,685,967	32,260	+17.1%	Shares	Sole	2023-02-06
2022-09-30	$1,979,587	27,544	+26.0%	Shares	Sole	2022-11-10
2022-06-30	$1,380,609	21,852	-4.9%	Shares	Sole	2022-08-01
2022-03-31	$1,938,033	22,987	+0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,933,038	22,985	+22.1%	Shares	Sole	2022-01-20
2021-09-30	$1,371,577	18,830	+24.8%	Shares	Sole	2021-11-02
2021-06-30	$1,098,702	15,090	+130.7%	Shares	Sole	2021-08-06
2021-03-31	$426,342	6,541	+5.5%	Shares	Sole	2021-04-23
2020-12-31	$328,794	6,199	-0.6%	Shares	Sole	2021-02-02
2020-09-30	$225,930	6,236	-8.1%	Shares	Sole	2020-10-27
2020-06-30	$228,993	6,787	+21.2%	Shares	Sole	2020-07-16
2020-03-31	$188,204	5,598	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.