Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$595,510
-$4,834 QoQ
Shares Held
6,454
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,432
of 2,304 holders
Holding Since
Dec 2022
7 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, 2026AlphaCore Capital LLC holds $22,192,535 across 11 Capital Markets names. SCHW ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
49,209 | $10,286,649 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,606 | $6,681,110 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
49,416 | $2,469,811 | |
| 4 | SCHW |
Schwab Charles Corp
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|
6,454 | $595,510 | |
| 5 | EVR |
Evercore Inc.
|
1,680 | $573,619 | |
| 6 | IREN |
IREN Ltd
|
9,784 | $447,422 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,140 | $321,115 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,846 | $247,715 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,510 | 6,454 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $600,344 | 6,388 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $642,321 | 6,429 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $458,733 | 4,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $383,481 | 4,203 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $249,869 | 3,192 | Shares | Sole | 2025-05-12 | |
| 2022-12-31 | $182,922 | 2,197 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||