Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,325,643
-$299,083 QoQ
Shares Held
14,367
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,090
of 2,303 holders
Holding Since
Dec 2020
21 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, 2026Stratos Wealth Advisors, LLC holds $5,636,852 across 7 Capital Markets names. SCHW ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,310 | $1,528,082 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
14,367 | $1,325,643 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,210 | $1,223,757 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,094 | $911,946 | |
| 5 | IREN |
IREN Ltd
|
6,625 | $302,961 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
6,500 | $241,540 | |
| 7 | PURR |
Hyperliquid Strategies Inc
|
13,078 | $102,923 |
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,325,643 | 14,367 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,624,726 | 17,288 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,622,738 | 16,242 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,768,486 | 18,524 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,541,682 | 16,897 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,217,488 | 15,553 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,036,806 | 14,009 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $926,523 | 14,296 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $947,874 | 12,863 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $414,291 | 5,727 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $308,980 | 4,491 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $215,647 | 3,928 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $755,791 | 14,429 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,229,500 | 14,767 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $341,045 | 5,398 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $441,531 | 5,237 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $547,743 | 6,513 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $495,239 | 6,799 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $477,051 | 6,552 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $585,707 | 8,986 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $435,829 | 8,217 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||