Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in SCHW — Schwab Charles Corp
CIK 1748861
CONCORD, MA
Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$368,618
-$2,227 QoQ
Shares Held
3,995
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,643
of 2,304 holders
Holding Since
Dec 2023
10 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $3,943,919 across 6 Capital Markets names. SCHW ranks #6 (9.3% of the industry book) .
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,618 | 3,995 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $370,845 | 3,946 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $381,256 | 3,816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,947 | 3,676 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $302,460 | 3,315 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $258,480 | 3,302 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $231,429 | 3,127 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $202,336 | 3,122 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $230,207 | 3,124 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $201,996 | 2,936 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||