HCR Wealth Advisors

Position in SCHW — Schwab Charles Corp

CIK 1697715 LOS ANGELES, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,295,470

+$9,072 QoQ

Shares Held

14,040

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,102

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $10,886,006 across 5 Capital Markets names. SCHW ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	30,840	$6,446,793
2	GS	Goldman Sachs Group Inc	2,413	$2,440,435
3	SCHW	Schwab Charles Corp This page	14,040	$1,295,470
4	HOOD	Robinhood Markets, Inc.	3,845	$385,576
5	SF	Stifel Financial Corp	4,554	$317,732

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,295,470	14,040	+2.6%	Shares	Sole	2026-07-13
2026-03-31	$1,286,398	13,688	-0.5%	Shares	Sole	2026-04-21
2025-12-31	$1,374,961	13,762	+1.6%	Shares	Sole	2026-01-27
2025-09-30	$1,292,663	13,540	+3.8%	Shares	Sole	2025-10-03
2025-06-30	$1,190,225	13,045	+6.4%	Shares	Sole	2025-07-17
2025-03-31	$959,477	12,257	-4.6%	Shares	Sole	2025-04-21
2024-12-31	$950,510	12,843	-1.0%	Shares	Sole	2025-01-14
2024-09-30	$840,844	12,974	+2.0%	Shares	Sole	2024-10-10
2024-06-30	$937,336	12,720	-11.6%	Shares	Sole	2024-08-07
2024-03-31	$1,040,466	14,383	+12.2%	Shares	Sole	2024-05-10
2023-12-31	$882,153	12,822	+30.2%	Shares	Sole	2024-02-09
2023-09-30	$540,655	9,848	-35.8%	Shares	Sole	2023-10-20
2023-06-30	$869,301	15,337	+29.4%	Shares	Sole	2023-08-10
2023-03-31	$620,912	11,854	+5.2%	Shares	Sole	2023-05-12
2022-12-31	$938,256	11,269	-3.8%	Shares	Sole	2023-02-13
2022-09-30	$842,316	11,720	-0.3%	Shares	Sole	2022-11-07
2022-06-30	$742,365	11,750	-4.4%	Shares	Sole	2022-08-12
2022-03-31	$1,036,760	12,297	-3.9%	Shares	Sole	2022-05-05
2021-12-31	$1,075,891	12,793	-5.2%	Shares	Sole	2022-02-04
2021-09-30	$983,048	13,496	-1.3%	Shares	Sole	2021-11-02
2021-06-30	$995,676	13,675	+6.3%	Shares	Sole	2021-07-21
2021-03-31	$838,671	12,867	-15.8%	Shares	Sole	2021-05-13
2020-12-31	$810,610	15,283	+0.6%	Shares	Sole	2021-02-04
2020-09-30	$550,152	15,185	+7.1%	Shares	Sole	2020-11-05
2020-06-30	$478,197	14,173	+3.8%	Shares	Sole	2020-07-30
2020-03-31	$459,249	13,660	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.