Position in SCHW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$6,399,473
-$410,791 QoQ
Shares Held
68,094
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Arkadios Wealth Advisors holds $31,092,669 across 13 Capital Markets names. SCHW ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,524 | $10,595,177 | |
| 2 | SCHW |
Schwab Charles Corp
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|
68,094 | $6,399,473 | |
| 3 | MS |
Morgan Stanley
|
26,947 | $4,434,667 | |
| 4 | PJT |
PJT Partners Inc.
|
23,531 | $3,287,750 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
43,413 | $2,911,709 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
16,844 | $1,167,288 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,975 | $594,138 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
12,364 | $543,767 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,399,473 | 68,094 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,810,264 | 68,164 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,159,723 | 64,520 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,272,029 | 57,782 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,465,404 | 57,044 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $878,054 | 11,864 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $697,679 | 10,765 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $657,978 | 8,929 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $468,690 | 6,479 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $441,008 | 6,410 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $347,901 | 6,337 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $442,047 | 7,799 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $437,530 | 8,353 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $634,940 | 7,626 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $540,965 | 7,527 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $462,730 | 7,324 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $773,375 | 9,173 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $888,768 | 10,568 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $786,744 | 10,801 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $825,374 | 11,336 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $529,196 | 8,119 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $454,287 | 8,565 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $193,105 | 5,330 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $123,049 | 3,647 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $57,355 | 1,706 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||