Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,410,346
-$213,910 QoQ
Shares Held
15,285
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,067
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. SCHW ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
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|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,458 | $329,691 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,346 | 15,285 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,624,256 | 17,283 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,729,641 | 17,312 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,566,853 | 16,412 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,435,387 | 15,732 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,052,161 | 13,441 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $593,264 | 8,016 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,199,568 | 18,509 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,374,318 | 18,650 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,413,451 | 19,539 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,383,086 | 20,103 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,093,992 | 19,927 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $990,426 | 17,474 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,029,947 | 19,663 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,786,676 | 21,459 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,497,698 | 20,839 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,303,718 | 20,635 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,454,768 | 17,255 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,507,155 | 17,921 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,274,116 | 17,492 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,305,920 | 17,936 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,206,938 | 18,517 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $1,105,618 | 20,845 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $723,150 | 19,960 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $696,596 | 20,646 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $534,457 | 15,897 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||