Position in SCHW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$55,260
-$5,185 QoQ
Shares Held
588
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $512,359 across 25 Capital Markets names. SCHW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $220,803 | |
| 2 | MS |
Morgan Stanley
|
616 | $101,375 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
588 | $55,260 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
136 | $40,912 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
203 | $29,154 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
261 | $18,087 | |
| 7 | WULF |
Terawulf Inc.
|
466 | $6,724 | |
| 8 | EVR |
Evercore Inc.
|
21 | $6,268 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,260 | 588 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $60,445 | 605 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $53,081 | 556 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $23,174 | 254 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $15,969 | 204 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,877 | 174 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||