Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$379,414
-$16,429 QoQ
Shares Held
4,112
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,625
of 2,304 holders
Holding Since
Mar 2022
18 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, 2026HHM Wealth Advisors, LLC holds $1,273,370 across 11 Capital Markets names. SCHW ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
4,112 | $379,414 | |
| 2 | GS |
Goldman Sachs Group Inc
|
320 | $323,638 | |
| 3 | MS |
Morgan Stanley
|
1,173 | $245,203 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,611 | $161,551 | |
| 5 | IREN |
IREN Ltd
|
2,665 | $121,870 | |
| 6 | LAZ |
Lazard, Inc.
|
410 | $17,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
104 | $13,949 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
125 | $7,828 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,414 | 4,112 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $395,843 | 4,212 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $395,943 | 3,963 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $378,538 | 3,965 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $392,423 | 4,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $408,308 | 5,216 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $361,168 | 4,880 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $186,652 | 2,880 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $213,332 | 2,895 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $226,641 | 3,133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $201,790 | 2,933 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $161,021 | 2,933 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $164,372 | 2,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $140,378 | 2,680 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $63,277 | 760 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $54,621 | 760 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $48,016 | 760 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $59,017 | 700 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||