Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$965,236
-$76,438 QoQ
Shares Held
10,461
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,235
of 2,310 holders
Holding Since
Sep 2023
11 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, 2026CERTUITY, LLC holds $50,398,353 across 7 Capital Markets names. SCHW ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
205,123 | $42,878,911 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
181,655 | $2,417,828 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,701 | $1,720,340 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,535 | $1,557,849 | |
| 5 | SCHW |
Schwab Charles Corp
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|
10,461 | $965,236 | |
| 6 | EVR |
Evercore Inc.
|
1,633 | $557,571 | |
| 7 | HUT |
Hut 8 Corp.
|
2,604 | $300,618 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,236 | 10,461 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,041,674 | 11,084 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,250,673 | 12,518 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,155,473 | 12,103 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,876 | 3,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $235,231 | 3,005 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $2,806,208 | 43,299 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,404,699 | 46,203 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $344,338 | 4,760 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $328,520 | 4,775 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $268,845 | 4,897 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||