Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,024,957
+$194,885 QoQ
Shares Held
21,946
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#928
of 2,304 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Csenge Advisory Group holds $7,202,711 across 6 Capital Markets names. SCHW ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
21,946 | $2,024,957 | |
| 2 | MS |
Morgan Stanley
|
6,384 | $1,334,511 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
14,102 | $1,227,438 | |
| 4 | SNEX |
StoneX Group Inc.
|
14,535 | $1,148,265 | |
| 5 | GS |
Goldman Sachs Group Inc
|
1,083 | $1,095,313 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,966 | $372,227 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,957 | 21,946 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,830,072 | 19,473 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,137,474 | 21,394 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,874,935 | 19,639 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $676,909 | 7,419 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $539,036 | 6,886 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $509,262 | 6,881 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $467,409 | 7,212 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $595,562 | 8,082 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $522,728 | 7,226 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $515,793 | 7,497 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $412,353 | 7,511 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $529,447 | 9,341 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $467,805 | 8,931 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,265,635 | 15,201 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,123,687 | 15,635 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $961,346 | 15,216 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $629,711 | 7,469 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $527,138 | 6,268 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $479,360 | 6,581 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $456,373 | 6,268 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $405,289 | 6,218 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $334,470 | 6,306 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $228,321 | 6,302 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $215,463 | 6,386 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||