Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,082,556
-$116,053 QoQ
Shares Held
33,408
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#787
of 2,304 holders
Holding Since
Dec 2022
15 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, 2026Meeder Advisory Services, Inc. holds $23,034,207 across 9 Capital Markets names. SCHW ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,522 | $9,630,265 | |
| 2 | MS |
Morgan Stanley
|
33,188 | $6,937,619 | |
| 3 | SCHW |
Schwab Charles Corp
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|
33,408 | $3,082,556 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,296 | $1,533,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,327 | $637,742 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,383 | $369,002 | |
| 7 | MARA |
MARA Holdings, Inc.
|
24,831 | $344,902 | |
| 8 | EVR |
Evercore Inc.
|
967 | $330,172 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,082,556 | 33,408 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,198,609 | 34,035 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,219,499 | 32,224 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,883,098 | 30,199 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,489,118 | 27,281 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,818,992 | 23,237 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,571,898 | 21,239 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,373,972 | 21,200 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,642,623 | 22,291 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,148,759 | 15,880 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $947,513 | 13,772 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $744,004 | 13,552 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $891,633 | 15,731 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,110,456 | 21,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,891,250 | 22,715 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||