Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,681,181
-$105,983 QoQ
Shares Held
29,058
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#837
of 2,303 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $39,100,689 across 16 Capital Markets names. SCHW ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,246 | $12,385,237 | |
| 2 | MS |
Morgan Stanley
|
41,371 | $8,648,193 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
151,276 | $4,645,685 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,470 | $3,155,811 | |
| 5 | SCHW |
Schwab Charles Corp
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|
29,058 | $2,681,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
22,395 | $1,949,260 | |
| 7 | HUT |
Hut 8 Corp.
|
13,092 | $1,511,405 | |
| 8 | SNEX |
StoneX Group Inc.
|
12,117 | $957,243 |
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,681,181 | 29,058 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,787,164 | 29,657 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,969,125 | 29,718 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,510,670 | 26,298 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,196,238 | 24,071 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,617,421 | 20,662 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,300,577 | 17,573 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,046,292 | 16,144 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,246,908 | 16,921 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,108,899 | 15,329 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,076,169 | 15,642 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $746,420 | 13,596 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $423,683 | 7,475 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $266,457 | 5,087 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $877,144 | 10,535 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,544,558 | 21,491 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $404,920 | 6,409 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $476,182 | 5,648 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $419,995 | 4,994 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $207,521 | 2,849 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $211,294 | 2,902 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||