Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$800,626
-$11,455 QoQ
Shares Held
8,677
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,310
of 2,304 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,608,671 across 11 Capital Markets names. SCHW ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
8,677 | $800,626 | |
| 2 | MS |
Morgan Stanley
|
2,602 | $543,922 | |
| 3 | GS |
Goldman Sachs Group Inc
|
96 | $97,091 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
646 | $56,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
366 | $36,702 | |
| 6 | WULF |
Terawulf Inc.
|
920 | $22,724 | |
| 7 | IREN |
IREN Ltd
|
490 | $22,407 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
54 | $15,210 |
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,626 | 8,677 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $812,081 | 8,641 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $863,122 | 8,639 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $824,574 | 8,637 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $787,857 | 8,635 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $593,675 | 7,584 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $556,703 | 7,522 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $479,399 | 7,397 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $336,247 | 4,563 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $347,810 | 4,808 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $330,721 | 4,807 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $263,904 | 4,807 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $269,853 | 4,761 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $254,723 | 4,863 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $399,481 | 4,798 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $302,428 | 4,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,861 | 4,208 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||