Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,622,188
+$258,717 QoQ
Shares Held
17,261
+26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Larson Financial Group LLC holds $9,400,913 across 41 Capital Markets names. SCHW ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,823 | $2,274,851 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,645 | $2,237,643 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
17,261 | $1,622,188 | |
| 4 | MKTX |
Marketaxess Holdings Inc
|
3,410 | $562,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,778 | $534,875 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
20,116 | $397,894 | |
| 7 | SF |
Stifel Financial Corp
|
5,356 | $395,915 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,341 | $370,131 |
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||