Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,217,964
+$1,133,579 QoQ
Shares Held
13,200
+1124.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,125
of 2,304 holders
Holding Since
Mar 2025
2 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, 2026New Age Alpha Advisors, LLC holds $45,239,834 across 17 Capital Markets names. SCHW ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
66,065 | $13,810,227 | |
| 2 | GS |
Goldman Sachs Group Inc
|
13,347 | $13,498,755 | |
| 3 | SF |
Stifel Financial Corp
|
73,461 | $5,125,373 | |
| 4 | EVR |
Evercore Inc.
|
7,275 | $2,483,976 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
24,138 | $2,100,971 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
34,458 | $1,722,210 | |
| 7 | PIPR |
Piper Sandler Companies
|
17,424 | $1,260,452 | |
| 8 | SCHW |
Schwab Charles Corp
This page
|
13,200 | $1,217,964 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,217,964 | 13,200 | Shares | Sole | 2026-08-13 | |
| 2025-03-31 | $84,385 | 1,078 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||