Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,974,578
-$1,097,628 QoQ
Shares Held
21,400
-34.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#940
of 2,304 holders
Holding Since
Mar 2022
18 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, 2026Aaron Wealth Advisors LLC holds $13,090,409 across 6 Capital Markets names. SCHW ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,707 | $4,746,671 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,296 | $4,344,845 | |
| 3 | SCHW |
Schwab Charles Corp
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|
21,400 | $1,974,578 | |
| 4 | NMR |
Nomura Holdings Inc
|
106,655 | $936,430 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,973 | $699,252 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,465 | $388,633 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,974,578 | 21,400 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,072,206 | 32,690 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,686,279 | 36,896 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,114,708 | 32,625 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,716,589 | 18,814 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,364,655 | 17,433 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,269,345 | 17,151 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $975,714 | 15,055 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,058,262 | 14,361 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $971,236 | 13,426 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $845,827 | 12,294 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,694,289 | 140,151 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,027,907 | 71,064 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,582,634 | 68,397 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $612,793 | 7,360 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $354,103 | 4,927 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $223,278 | 3,534 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,134,000 | 179,917 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||