Position in SCHW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,179,073
+$30,708 QoQ
Shares Held
12,546
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Mutual Advisors, LLC holds $12,926,491 across 6 Capital Markets names. SCHW ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,922 | $5,855,942 | |
| 2 | MS |
Morgan Stanley
|
15,827 | $2,604,649 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
19,350 | $1,340,955 | |
| 4 | GOLD |
Gold.com, Inc.
|
30,161 | $1,208,852 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
12,546 | $1,179,073 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
21,709 | $737,020 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,179,073 | 12,546 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,148,365 | 11,494 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,051,506 | 11,014 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,039,771 | 11,396 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $889,182 | 11,359 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $809,521 | 10,938 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $745,574 | 11,504 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $821,422 | 11,147 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $841,024 | 11,626 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $764,987 | 11,119 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $647,216 | 11,789 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $748,799 | 13,211 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $632,226 | 12,070 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $689,642 | 8,283 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $544,487 | 7,576 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $678,110 | 10,733 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $490,852 | 5,822 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $493,330 | 5,866 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $413,367 | 5,675 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $347,158 | 4,768 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $276,819 | 4,247 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $231,413 | 4,363 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||