Kovack Advisors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1728321 FT. LAUDERDALE, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$297,293

-$53,158 QoQ

Shares Held

3,222

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,760

of 2,309 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kovack Advisors, Inc. holds $12,293,983 across 6 Capital Markets names. SCHW ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,755	$6,831,804
2	HOOD	Robinhood Markets, Inc.	37,897	$3,800,311
3	MS	Morgan Stanley	4,871	$1,018,233
4	IREN	IREN Ltd	6,688	$305,842
5	SCHW	Schwab Charles Corp This page	3,222	$297,293
6	SLNH	Soluna Holdings, Inc	30,000	$40,500

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,293	3,222	-13.6%	Shares	Sole	2026-07-29
2026-03-31	$350,451	3,729	-5.9%	Shares	Sole	2026-05-13
2025-12-31	$396,043	3,964	+42.2%	Shares	Sole	2026-02-17
2025-09-30	$266,074	2,787	0.0%	Shares	Sole	2025-11-10
2025-06-30	$254,285	2,787	-29.1%	Shares	Sole	2025-08-04
2025-03-31	$307,640	3,930	-5.4%	Shares	Sole	2025-05-06
2024-12-31	$307,585	4,156	-2.8%	Shares	Sole	2025-02-05
2024-09-30	$277,062	4,275	+9.9%	Shares	Sole	2024-11-05
2024-06-30	$286,580	3,889	-11.7%	Shares	Sole	2024-08-05
2023-06-30	$249,675	4,405	-49.9%	Shares	Sole	2023-07-21
2022-06-30	$555,036	8,785	-14.7%	Shares	Sole	2022-08-10
2022-03-31	$867,802	10,293	-2.6%	Shares	Sole	2022-05-16
2021-12-31	$888,768	10,568	+5.2%	Shares	Sole	2022-01-18
2021-09-30	$731,896	10,048	—	Shares	Sole	2021-11-03
No filing history on record for this holder in this stock.