Crewe Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 1730033 SALT LAKE CITY, UT

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$126,502

+$17,580 QoQ

Shares Held

1,371

+18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,993

of 2,304 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $3,009,918 across 16 Capital Markets names. SCHW ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	10,232	$890,593
2	MS	Morgan Stanley	2,565	$536,187
3	GS	Goldman Sachs Group Inc	464	$469,275
4	JEF	Jefferies Financial Group Inc.	7,546	$377,149
5	IREN	IREN Ltd	6,350	$290,385
6	SCHW	Schwab Charles Corp This page	1,371	$126,502
7	CRCL	Circle Internet Group, Inc.	2,000	$125,260
8	RIOT	Riot Platforms, Inc.	2,384	$65,273

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,502	1,371	+18.3%	Shares	Sole	2026-07-24
2026-03-31	$108,922	1,159	+66.5%	Shares	Sole	2026-05-07
2025-12-31	$69,537	696	+1.8%	Shares	Sole	2026-01-16
2025-09-30	$65,301	684	-2.8%	Shares	Sole	2025-11-13
2025-06-30	$64,232	704	+6.7%	Shares	Sole	2025-07-30
2025-03-31	$51,664	660	+4.9%	Shares	Sole	2025-04-23
2024-12-31	$46,552	629	-26.9%	Shares	Sole	2025-01-27
2024-09-30	$55,801	861	+5.9%	Shares	Sole	2024-11-12
2024-06-30	$59,909	813	+191.4%	Shares	Sole	2024-07-29
2024-03-31	$20,182	279	+210.0%	Shares	Sole	2024-05-14
2023-06-30	$5,101	90	-56.1%	Shares	Sole	2023-07-28
2023-03-31	$10,737	205	-45.5%	Shares	Sole	2023-05-12
2022-12-31	$31,305	376	-56.4%	Shares	Sole	2023-02-08
2022-09-30	$62,023	863	+27.5%	Shares	Sole	2022-11-14
2022-06-30	$42,772	677	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.