Position in SCHW
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,017,239
+$3,253 QoQ
Shares Held
10,824
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $16,380,541 across 8 Capital Markets names. SCHW ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,233 | $8,657,015 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
33,244 | $2,303,809 | |
| 3 | MS |
Morgan Stanley
|
13,541 | $2,228,442 | |
| 4 | EVR |
Evercore Inc.
|
4,932 | $1,472,251 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
10,824 | $1,017,239 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
5,229 | $350,709 | |
| 7 | WULF |
Terawulf Inc.
|
16,000 | $230,880 | |
| 8 | NMR |
Nomura Holdings Inc
|
15,234 | $120,196 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,017,239 | 10,824 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,013,986 | 10,149 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,044,346 | 10,939 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,071,340 | 11,742 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $865,463 | 11,056 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $838,385 | 11,328 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $903,127 | 13,935 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,027,654 | 27,516 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,102,055 | 29,058 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,360,940 | 34,316 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,899,594 | 34,601 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,197,710 | 38,774 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,911,503 | 36,493 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,284,202 | 15,424 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,126,993 | 15,681 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,019,346 | 16,134 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,974,202 | 23,416 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,519,500 | 41,849 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,027,885 | 41,569 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||