Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,612,233
-$9,955 QoQ
Shares Held
17,473
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,005
of 2,304 holders
Holding Since
Sep 2021
18 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, 2026Larson Financial Group LLC holds $13,279,679 across 41 Capital Markets names. SCHW ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,299 | $6,370,619 | |
| 2 | MS |
Morgan Stanley
|
10,454 | $2,185,304 | |
| 3 | SCHW |
Schwab Charles Corp
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|
17,473 | $1,612,233 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
2,128 | $599,415 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,061 | $507,517 | |
| 6 | SF |
Stifel Financial Corp
|
5,467 | $381,432 | |
| 7 | MRX |
Marex Group Ltd
|
5,409 | $329,678 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,211 | $192,445 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612,233 | 17,473 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,622,188 | 17,261 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,363,471 | 13,647 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,169,316 | 12,248 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $581,928 | 6,378 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $503,575 | 6,433 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $574,539 | 7,763 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $567,735 | 8,760 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $134,410 | 1,824 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $188,301 | 2,603 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $136,499 | 1,984 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $122,646 | 2,234 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $20,348 | 359 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $34,727 | 663 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,733 | 225 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,187 | 100 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,318 | 100 | Shares | Sole | 2022-08-04 | |
| 2021-09-30 | $36,420 | 500 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||