Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$584,714
+$40,852 QoQ
Shares Held
6,337
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,435
of 2,304 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $5,350,285 across 7 Capital Markets names. SCHW ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,315 | $2,341,321 | |
| 2 | MS |
Morgan Stanley
|
7,790 | $1,628,421 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
6,337 | $584,714 | |
| 4 | CLSK |
Cleanspark, Inc.
|
23,376 | $340,120 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,520 | $252,705 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
4,016 | $200,719 | |
| 7 | ATCH |
AtlasClear Holdings, Inc.
|
11,604 | $2,285 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,714 | 6,337 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $543,862 | 5,787 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $516,734 | 5,172 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $488,806 | 5,120 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $426,364 | 4,673 | Shares | Sole | 2025-08-06 | |
| 2023-09-30 | $307,989 | 5,610 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $302,784 | 5,342 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $279,028 | 5,327 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||