Position in SCHW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,219,296
+$226,291 QoQ
Shares Held
12,974
+30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Belpointe Asset Management LLC holds $13,550,028 across 11 Capital Markets names. SCHW ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,669 | $3,949,927 | |
| 2 | MS |
Morgan Stanley
|
17,325 | $2,851,175 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
30,227 | $2,094,731 | |
| 4 | SCHW |
Schwab Charles Corp
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|
12,974 | $1,219,296 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
11,205 | $1,069,069 | |
| 6 | TW |
Tradeweb Markets Inc.
|
7,071 | $831,973 | |
| 7 | SNEX |
StoneX Group Inc.
|
5,148 | $622,779 | |
| 8 | IREN |
IREN Ltd
|
13,709 | $469,944 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,219,296 | 12,974 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $993,005 | 9,939 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $812,067 | 8,506 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $560,396 | 6,142 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $447,839 | 5,721 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $840,309 | 11,354 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $673,764 | 10,396 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $791,430 | 10,740 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,087,053 | 15,027 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,286,628 | 18,701 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,181,228 | 21,516 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,274,109 | 22,479 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,850,519 | 54,420 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $861,241 | 10,344 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,154,304 | 16,061 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $468,985 | 7,423 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $592,614 | 7,029 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $674,482 | 8,020 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $484,313 | 6,649 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $340,168 | 4,672 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $234,387 | 3,596 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $913,083 | 17,215 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $173,106 | 4,778 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $177,472 | 5,260 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $174,218 | 5,182 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||