COLTON GROOME FINANCIAL ADVISORS, LLC
Position in SCHW — Schwab Charles Corp
CIK 1780330
ASHEVILLE, NC
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,188,991
+$122,225 QoQ
Shares Held
12,886
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,137
of 2,304 holders
Holding Since
Sep 2022
11 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $1,403,257 across 2 Capital Markets names. SCHW ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
12,886 | $1,188,991 | |
| 2 | MS |
Morgan Stanley
|
1,025 | $214,266 |
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188,991 | 12,886 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,066,766 | 11,351 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,096,512 | 10,975 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $952,313 | 9,975 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $888,221 | 9,735 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $729,178 | 9,315 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $675,711 | 9,130 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $662,876 | 10,228 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $759,891 | 10,312 | Shares | Sole | 2024-07-24 | |
| 2022-12-31 | $329,210 | 3,954 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $209,069 | 2,909 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||