Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,396,594
-$280,284 QoQ
Shares Held
15,136
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#337
of 915 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $22,391,548 across 42 Capital Markets names. SCHW ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
94,096 | $9,435,941 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,796 | $4,850,526 | |
| 3 | MS |
Morgan Stanley
|
14,380 | $3,005,991 | |
| 4 | SCHW |
Schwab Charles Corp
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|
15,136 | $1,396,594 | |
| 5 | EVR |
Evercore Inc.
|
2,263 | $772,674 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,565 | $344,040 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
6,460 | $322,865 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,152 | $274,344 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396,594 | 15,136 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,676,878 | 17,843 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,647,709 | 16,492 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,611,244 | 16,877 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,510,108 | 16,551 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $997,047 | 12,737 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,703,482 | 23,017 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,471,443 | 22,704 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,499,809 | 20,353 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,658,679 | 22,929 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,387,141 | 20,162 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,070,767 | 19,504 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,106,449 | 19,521 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $206,165 | 3,936 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $327,542 | 3,934 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $249,818 | 3,476 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $183,536 | 2,905 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $142,061 | 1,685 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $99,153 | 1,179 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||