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Equibles

Perennial Investment Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1801523 Los Angeles, CA
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$325,897
-$45,230 QoQ
Shares Held
3,532
-10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,702
of 2,314 holders
Holding Since
Dec 2023
11 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, 2026

Perennial Investment Advisors, LLC holds $2,876,889 across 6 Capital Markets names. SCHW ranks #4 (11.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 1,050 $1,061,938
2 MS
Morgan Stanley
 3,234 $676,035
3 RIOT
Riot Platforms, Inc.
 20,750 $568,135
4 SCHW
Schwab Charles Corp
This page 		3,532 $325,897
5 LPLA
LPL Financial Holdings Inc.
 842 $237,174
6 DEFT
Defi Technologies, Inc.
 15,000 $7,710

All Filings in SCHW

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $325,897 3,532
2026-03-31 $371,127 3,949
2025-12-31 $371,065 3,714
2025-09-30 $317,437 3,325
2025-06-30 $337,223 3,696
2025-03-31 $256,210 3,273
2024-12-31 $226,026 3,054
2024-09-30 $209,465 3,232
2024-06-30 $236,692 3,212
2024-03-31 $239,517 3,311
2023-12-31 $227,796 3,311