Perennial Investment Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 1801523
Los Angeles, CA
Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$371,127
+$62 QoQ
Shares Held
3,949
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Perennial Investment Advisors, LLC holds $2,277,618 across 6 Capital Markets names. SCHW ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,027 | $868,831 | |
| 2 | MS |
Morgan Stanley
|
3,154 | $519,053 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
3,949 | $371,127 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
853 | $256,607 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
20,750 | $256,470 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
10,000 | $5,530 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,127 | 3,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $371,065 | 3,714 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $317,437 | 3,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $337,223 | 3,696 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $256,210 | 3,273 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,026 | 3,054 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $209,465 | 3,232 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $236,692 | 3,212 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $239,517 | 3,311 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $227,796 | 3,311 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||