Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,728,528
-$1,445,659 QoQ
Shares Held
170,462
-6.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#410
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026Wealthfront Advisers LLC holds $143,133,917 across 12 Capital Markets names. SCHW ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,116 | $53,719,928 | |
| 2 | MS |
Morgan Stanley
|
184,586 | $38,585,857 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
164,596 | $16,505,686 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
170,462 | $15,728,528 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
144,720 | $12,596,428 | |
| 6 | TW |
Tradeweb Markets Inc.
|
28,361 | $2,826,457 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
34,036 | $931,905 | |
| 8 | MARA |
MARA Holdings, Inc.
|
49,365 | $685,679 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,728,528 | 170,462 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,174,187 | 182,743 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,221,586 | 172,371 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,587,578 | 184,221 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,350,947 | 168,248 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,757,785 | 137,427 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,849,130 | 106,055 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $5,938,086 | 91,623 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,925,627 | 121,124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,020,263 | 110,869 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,554,652 | 109,806 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,229,393 | 113,468 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,977,586 | 105,462 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,312,419 | 44,147 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $11,017,879 | 132,331 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,171,473 | 141,526 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,007,280 | 95,082 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $8,344,076 | 98,969 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,418,274 | 111,989 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,683,268 | 78,024 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,099,448 | 42,569 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,301,310 | 35,307 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,738,492 | 32,777 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,068,096 | 29,481 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $984,263 | 29,172 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,046,852 | 60,882 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||