Advisor Resource Council

Position in SCHW — Schwab Charles Corp

CIK 1820879 DALLAS, TX

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$909,505

+$13,594 QoQ

Shares Held

9,857

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,260

of 2,304 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Advisor Resource Council holds $1,672,617 across 4 Capital Markets names. SCHW ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	9,857	$909,505
2	LPLA	LPL Financial Holdings Inc.	1,407	$396,323
3	RIOT	Riot Platforms, Inc.	9,000	$246,420
4	BGC	BGC Group, Inc.	11,260	$120,369

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$909,505	9,857	+3.4%	Shares	Sole	2026-07-28
2026-03-31	$895,911	9,533	-0.8%	Shares	Sole	2026-05-07
2025-12-31	$960,135	9,610	+136.5%	Shares	Sole	2026-02-10
2025-06-30	$370,799	4,064	-66.5%	Shares	Sole	2025-08-11
2025-03-31	$951,023	12,149	+152.0%	Shares	Sole	2025-04-22
2024-09-30	$312,449	4,821	-32.9%	Shares	Sole	2024-10-31
2023-12-31	$494,603	7,189	-72.2%	Shares	Sole	2024-01-12
2023-03-31	$1,355,175	25,872	+368.9%	Shares	Sole	2023-04-25
2022-06-30	$348,627	5,518	+6.8%	Shares	Sole	2022-07-27
2021-12-31	$434,544	5,167	+9.9%	Shares	Sole	2022-02-11
2021-06-30	$342,352	4,702	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.