Advisor OS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1767580 CHICAGO, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$466,237

-$35,329 QoQ

Shares Held

5,053

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,539

of 2,304 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor OS, LLC holds $3,479,982 across 7 Capital Markets names. SCHW ranks #5 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,314	$901,795
2	GS	Goldman Sachs Group Inc	670	$677,616
3	HOOD	Robinhood Markets, Inc.	5,979	$599,572
4	IBKR	Interactive Brokers Group, Inc.	5,810	$505,699
5	SCHW	Schwab Charles Corp This page	5,053	$466,237
6	EVR	Evercore Inc.	781	$266,663
7	SBET	Sharplink, Inc.	13,000	$62,400

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,237	5,053	-5.3%	Shares	Sole	2026-08-05
2026-03-31	$501,566	5,337	-51.8%	Shares	Sole	2026-05-08
2025-12-31	$1,105,701	11,067	+6.8%	Shares	Sole	2026-02-04
2025-09-30	$989,542	10,365	+4.4%	Shares	Sole	2025-11-12
2025-06-30	$905,645	9,926	+116.0%	Shares	Sole	2025-08-14
2025-03-31	$359,695	4,595	+52.6%	Shares	Sole	2025-05-06
2024-06-30	$221,878	3,011	-10.4%	Shares	Sole	2024-08-05
2024-03-31	$243,203	3,362	-3.1%	Shares	Sole	2024-05-09
2023-12-31	$238,665	3,469	-71.0%	Shares	Sole	2024-02-08
2023-09-30	$657,095	11,969	+16.2%	Shares	Sole	2023-11-03
2023-06-30	$583,858	10,301	+269.2%	Shares	Sole	2023-08-08
2021-06-30	$203,138	2,790	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.