Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,517,195
-$455,445 QoQ
Shares Held
16,443
-21.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,031
of 2,304 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $40,946,387 across 6 Capital Markets names. SCHW ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
81,473 | $17,031,115 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
165,717 | $16,618,100 | |
| 3 | GS |
Goldman Sachs Group Inc
|
5,137 | $5,195,407 | |
| 4 | SCHW |
Schwab Charles Corp
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|
16,443 | $1,517,195 | |
| 5 | TW |
Tradeweb Markets Inc.
|
3,734 | $372,130 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,392 | $212,440 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,517,195 | 16,443 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,972,640 | 20,990 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,911,178 | 19,129 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $887,202 | 9,293 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $817,054 | 8,955 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $786,244 | 10,044 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $577,129 | 7,798 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $1,245,259 | 19,214 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,976,660 | 26,824 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,886,916 | 26,084 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,718,692 | 24,981 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,295,204 | 41,807 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,164,269 | 38,184 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,969,854 | 37,607 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $566,084 | 6,799 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $454,793 | 6,328 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $395,696 | 6,263 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $425,596 | 5,048 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $407,464 | 4,845 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $285,095 | 3,914 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $261,679 | 3,594 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $269,063 | 4,128 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,871,850 | 54,145 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,996,997 | 55,120 | Shares | Sole | 2020-10-22 | |
| No filing history on record for this holder in this stock. | ||||||