Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$757,628
-$26,541 QoQ
Shares Held
8,211
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,330
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $4,583,386 across 24 Capital Markets names. SCHW ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
8,641 | $1,806,314 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,313 | $1,327,928 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
8,211 | $757,628 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
3,986 | $346,941 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,649 | $165,361 | |
| 6 | EVR |
Evercore Inc.
|
108 | $36,875 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
76 | $21,407 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
355 | $17,742 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,628 | 8,211 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $784,169 | 8,344 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $772,204 | 7,729 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $742,279 | 7,775 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $709,299 | 7,774 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $591,640 | 7,558 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $542,863 | 7,335 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $38,626 | 596 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $45,687 | 620 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $41,740 | 577 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $41,968 | 610 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $31,910 | 563 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $38,080 | 727 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $53,119 | 638 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $36,150 | 503 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $31,779 | 503 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $42,323 | 502 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $42,218 | 502 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $33,797 | 464 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $63,344 | 870 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $110,154 | 1,690 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $24,610 | 464 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $16,810 | 464 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $15,621 | 463 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $15,532 | 462 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||