Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,973,826
-$906,192 QoQ
Shares Held
194,796
-3.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#381
of 2,304 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $165,945,805 across 27 Capital Markets names. SCHW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,129 | $83,062,806 | |
| 2 | MS |
Morgan Stanley
|
159,334 | $33,307,179 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
194,796 | $17,973,826 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
84,733 | $8,497,025 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
56,179 | $4,889,820 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
9,902 | $2,789,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
17,214 | $2,308,913 | |
| 8 | IREN |
IREN Ltd
|
47,790 | $2,185,436 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,973,826 | 194,796 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,880,018 | 200,894 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,291,922 | 183,084 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $18,987,455 | 198,884 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $19,210,308 | 210,547 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $15,568,639 | 198,884 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $14,570,496 | 196,872 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,600,749 | 194,426 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $17,018,410 | 230,946 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||