Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,481,666
+$7,090,830 QoQ
Shares Held
228,577
+58.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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 Mar 31, 2026Beacon Pointe Advisors, LLC holds $49,042,214 across 15 Capital Markets names. SCHW ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
228,577 | $21,481,666 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,768 | $15,877,540 | |
| 3 | MS |
Morgan Stanley
|
38,756 | $6,378,074 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
3,768 | $1,133,527 | |
| 5 | WULF |
Terawulf Inc.
|
76,425 | $1,102,812 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,731 | $1,020,858 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
31,072 | $573,278 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
3,596 | $516,457 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,481,666 | 228,577 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,390,836 | 144,038 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,836,371 | 144,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,969,535 | 196,948 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,605,979 | 199,361 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,336,995 | 193,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,498,414 | 192,847 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,848,829 | 201,504 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,394,820 | 212,812 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,505,731 | 225,374 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $15,781,444 | 287,458 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,705,079 | 135,940 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,617,192 | 88,148 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,912,922 | 59,007 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,835,917 | 53,373 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,804,876 | 44,395 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,194,088 | 97,190 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,752,794 | 44,623 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,587,329 | 21,792 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,218,930 | 44,210 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,008,725 | 15,476 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,145,096 | 40,443 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $610,475 | 16,850 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,429,057 | 42,355 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||