Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,205,415
-$103,632 QoQ
Shares Held
13,064
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,130
of 2,304 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Trust, LLC holds $1,455,973 across 11 Capital Markets names. SCHW ranks #1 (82.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
13,064 | $1,205,415 | |
| 2 | MS |
Morgan Stanley
|
683 | $142,774 | |
| 3 | GS |
Goldman Sachs Group Inc
|
33 | $33,375 | |
| 4 | IREN |
IREN Ltd
|
726 | $33,199 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
129 | $12,936 | |
| 6 | SF |
Stifel Financial Corp
|
124 | $8,651 | |
| 7 | XP |
XP Inc.
|
429 | $6,975 | |
| 8 | EVR |
Evercore Inc.
|
12 | $4,097 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,205,415 | 13,064 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,309,047 | 13,929 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,395,642 | 13,969 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $135,758 | 1,422 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $139,597 | 1,530 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $124,465 | 1,590 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $104,872 | 1,417 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,835 | 1,417 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $104,418 | 1,417 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $111,041 | 1,535 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $379,707 | 5,519 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $50,782 | 925 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $52,429 | 925 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $20,585 | 393 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $32,721 | 393 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,435 | 340 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||