Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,726,024
+$1,536,696 QoQ
Shares Held
29,544
+148.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#830
of 2,304 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FORA Capital, LLC holds $63,073,708 across 12 Capital Markets names. SCHW ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,016,327 | $13,527,312 | |
| 2 | MS |
Morgan Stanley
|
57,981 | $12,120,348 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
375,850 | $10,290,773 | |
| 4 | HUT |
Hut 8 Corp.
|
68,760 | $7,937,998 | |
| 5 | GS |
Goldman Sachs Group Inc
|
6,349 | $6,421,188 | |
| 6 | IREN |
IREN Ltd
|
95,352 | $4,360,446 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
29,544 | $2,726,024 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
14,909 | $1,999,744 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,726,024 | 29,544 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,189,328 | 11,904 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $4,768,293 | 52,261 | Shares | Sole | 2025-08-13 | |
| 2022-06-30 | $1,041,775 | 16,489 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $839,335 | 11,523 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $920,900 | 12,648 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $154,717 | 2,917 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||