Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$240,824
+$31,719 QoQ
Shares Held
2,610
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,866
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Mayfair Advisory Group, LLC holds $671,864 across 2 Capital Markets names. SCHW ranks #2 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,062 | $431,040 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,610 | $240,824 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,824 | 2,610 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $209,105 | 2,225 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $222,799 | 2,230 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||