Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$722,289
-$28,799 QoQ
Shares Held
7,828
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,356
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Net Worth Advisory Group holds $4,999,990 across 7 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,641 | $1,659,658 | |
| 2 | MS |
Morgan Stanley
|
5,539 | $1,157,872 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
7,828 | $722,289 | |
| 4 | EVR |
Evercore Inc.
|
1,849 | $631,322 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,589 | $312,386 | |
| 6 | WULF |
Terawulf Inc.
|
10,729 | $265,006 | |
| 7 | SNEX |
StoneX Group Inc.
|
3,183 | $251,457 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,289 | 7,828 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $751,088 | 7,992 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $817,363 | 8,181 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||