Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,487,990
-$71,878 QoQ
Shares Held
37,802
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#752
of 2,303 holders
Holding Since
Sep 2022
16 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, 2026Summit Financial, LLC holds $76,860,325 across 15 Capital Markets names. SCHW ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,547 | $32,917,059 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
142,082 | $14,247,982 | |
| 3 | MS |
Morgan Stanley
|
46,271 | $9,672,489 | |
| 4 | CLSK |
Cleanspark, Inc.
|
391,633 | $5,698,260 | |
| 5 | SCHW |
Schwab Charles Corp
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|
37,802 | $3,487,990 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
100,082 | $3,073,518 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
108,867 | $2,976,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
14,889 | $1,295,938 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,487,990 | 37,802 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,559,868 | 37,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,809,967 | 38,134 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,631,105 | 38,034 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,246,045 | 35,577 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,708,331 | 34,598 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,622,544 | 35,435 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,048,449 | 31,607 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,023,306 | 27,457 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,662,662 | 22,984 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,597,811 | 23,224 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $978,098 | 17,816 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $365,245 | 6,444 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $241,000 | 4,601 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $270,345 | 3,247 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $225,024 | 3,131 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||