Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$679,568
+$118,132 QoQ
Shares Held
7,365
+23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,377
of 2,304 holders
Holding Since
Mar 2020
14 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $35,003,731 across 6 Capital Markets names. SCHW ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
84,606 | $17,686,038 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,272 | $14,434,272 | |
| 3 | PIPR |
Piper Sandler Companies
|
23,764 | $1,719,087 | |
| 4 | SCHW |
Schwab Charles Corp
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|
7,365 | $679,568 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,778 | $278,577 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
732 | $206,189 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,568 | 7,365 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $561,436 | 5,974 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $438,804 | 4,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $381,689 | 3,998 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $377,824 | 4,141 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $326,427 | 4,170 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $297,964 | 4,026 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $240,121 | 3,705 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,926 | 3,663 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $560,128 | 7,743 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $532,718 | 7,743 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $379,962 | 6,921 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $224,339 | 3,958 | Shares | Sole | 2023-07-10 | |
| 2020-03-31 | $232,515 | 6,916 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||