Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$556,388
-$60,402 QoQ
Shares Held
6,030
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,457
of 2,304 holders
Holding Since
Jun 2021
20 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, 2026PFG Advisors holds $3,878,030 across 6 Capital Markets names. SCHW ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
17,408 | $1,515,192 | |
| 2 | GS |
Goldman Sachs Group Inc
|
618 | $625,026 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
5,612 | $562,771 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
6,030 | $556,388 | |
| 5 | MS |
Morgan Stanley
|
1,553 | $324,639 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
10,754 | $294,014 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,388 | 6,030 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $616,790 | 6,563 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $667,698 | 6,683 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $918,898 | 9,625 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $182,017,960 | 1,994,936 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $238,049 | 3,041 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $219,883 | 2,971 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $220,406 | 2,991 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,413,595 | 19,541 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,547,793 | 22,497 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,527,266 | 46,034 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,751,077 | 48,537 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,436,089 | 46,508 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,795,490 | 45,586 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,379,471 | 47,022 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $40,771,886 | 645,329 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $54,467,295 | 646,036 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,811,883 | 33,435 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,413,553 | 33,135 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,058,775 | 28,276 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||