HOEY INVESTMENTS, INC

Position in SCHW — Schwab Charles Corp

CIK 1799544 COATESVILLE, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,598

-$67 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,254

of 2,303 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HOEY INVESTMENTS, INC holds $24,306,002 across 6 Capital Markets names. SCHW ranks #4 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	13,851	$14,008,485
2	MS	Morgan Stanley	49,186	$10,281,841
3	BMNR	Bitmine Immersion Technologies, Inc.	850	$11,313
4	SCHW	Schwab Charles Corp This page	39	$3,598
5	HIVE	HIVE Digital Technologies Ltd.	144	$524
6	BTCS	BTCS Inc.	218	$241

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,598	39	0.0%	Shares	Sole	2026-07-27
2026-03-31	$3,665	39	0.0%	Shares	Sole	2026-04-29
2025-12-31	$3,896	39	0.0%	Shares	Sole	2026-01-28
2025-09-30	$3,723	39	0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,558	39	0.0%	Shares	Sole	2025-07-14
2025-03-31	$3,052	39	0.0%	Shares	Sole	2025-04-16
2024-12-31	$2,886	39	0.0%	Shares	Sole	2025-02-12
2024-09-30	$2,527	39	0.0%	Shares	Sole	2024-10-28
2024-06-30	$2,873	39	-92.8%	Shares	Sole	2024-07-31
2024-03-31	$38,991	539	0.0%	Shares	Sole	2024-05-10
2023-12-31	$37,083	539	-2.9%	Shares	Sole	2024-02-13
2023-09-30	$30,469	555	-47.4%	Shares	Sole	2024-04-22
2023-06-30	$59,797	1,055	0.0%	Shares	Sole	2024-04-22
2023-03-31	$55,260	1,055	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.