Steward Partners Investment Advisory, LLC
Position in SCHW — Schwab Charles Corp
CIK 1723397
STAMFORD, CT
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$23,858,807
-$314,634 QoQ
Shares Held
258,576
+0.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#334
of 2,313 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. SCHW ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,121 | $43,611,285 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
258,576 | $23,858,807 | |
| 3 | MS |
Morgan Stanley
|
102,435 | $21,413,012 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
114,761 | $9,988,797 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,202 | $6,839,296 | |
| 6 | EVR |
Evercore Inc.
|
11,077 | $3,782,130 | |
| 7 | SF |
Stifel Financial Corp
|
47,953 | $3,345,680 | |
| 8 | IREN |
IREN Ltd
|
42,549 | $1,945,765 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,858,807 | 258,576 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,173,441 | 257,219 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $19,103,291 | 191,205 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,608,868 | 184,444 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,145,921 | 176,961 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,587,971 | 160,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,331,523 | 153,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $9,331,214 | 143,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,782,421 | 132,751 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,255,251 | 127,941 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,897,030 | 42,108 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,405,004 | 43,807 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,455,377 | 43,320 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,029,134 | 134,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,516,843 | 78,271 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $5,424,316 | 75,474 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $775,471 | 12,274 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,076,048 | 12,763 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,215,160 | 14,449 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,086,190 | 14,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $868,623 | 11,930 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $933,442 | 14,321 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $761,230 | 14,352 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $569,281 | 15,713 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $393,104 | 11,651 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $278,272 | 8,277 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||