Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$476,113
-$19,067 QoQ
Shares Held
5,160
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,532
of 2,304 holders
Holding Since
Dec 2020
20 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, 2026Claro Advisors Inc. holds $3,229,366 across 7 Capital Markets names. SCHW ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,235 | $885,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
561 | $567,378 | |
| 3 | LAZ |
Lazard, Inc.
|
11,951 | $501,224 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
5,160 | $476,113 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
27,649 | $368,008 | |
| 6 | PJT |
PJT Partners Inc.
|
1,487 | $224,447 | |
| 7 | EVR |
Evercore Inc.
|
606 | $206,912 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,113 | 5,160 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $495,180 | 5,269 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,552 | 2,748 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,587 | 2,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $251,001 | 2,751 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $381,067 | 4,868 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $326,162 | 4,407 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $298,968 | 4,613 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $381,198 | 5,173 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $386,657 | 5,345 | Shares | Sole | 2024-04-18 | |
| 2023-06-30 | $234,938 | 4,145 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $804,458 | 9,662 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $544,199 | 7,572 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $478,398 | 7,572 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $397,943 | 4,720 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $396,952 | 4,720 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $332,223 | 4,561 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $274,348 | 3,768 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $261,306 | 4,009 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,902 | 4,014 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||