Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,691,323
-$636,575 QoQ
Shares Held
81,840
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$1,110,150
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026MGO ONE SEVEN LLC holds $25,887,936 across 10 Capital Markets names. SCHW ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,382 | $9,629,058 | |
| 2 | SCHW |
Schwab Charles Corp
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|
81,840 | $7,691,323 | |
| 3 | MS |
Morgan Stanley
|
25,852 | $4,254,463 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
17,289 | $1,159,573 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
45,020 | $890,495 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
11,376 | $788,356 | |
| 7 | EVR |
Evercore Inc.
|
2,617 | $781,200 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
2,217 | $318,405 |
All Filings in SCHW
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30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,691,323 | 81,840 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,327,898 | 83,354 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,215,812 | 54,633 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,280,980 | 46,920 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,004,726 | 51,159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,110,150 | 15,000 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $3,624,861 | 48,978 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $972,150 | 15,000 | Put | Sole | 2024-10-15 | |
| 2024-09-30 | $3,178,671 | 49,046 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,215,885 | 16,500 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $3,951,478 | 53,623 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,527,254 | 62,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,410,400 | 20,500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $4,267,388 | 62,026 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,152,900 | 21,000 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $3,233,280 | 58,894 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,842,496 | 32,507 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,746,558 | 33,344 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,688,762 | 20,283 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,488,355 | 20,709 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,045,944 | 16,555 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,532,249 | 18,174 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,541,132 | 18,325 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,000,311 | 13,733 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,013,660 | 13,922 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,051,940 | 16,139 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $795,069 | 14,990 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $453,563 | 12,519 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $319,214 | 9,461 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $548,745 | 16,322 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||