Position in SCHW
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$234,788
New position
Shares Held
2,350
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Capital Markets
Financial Services · as of Dec 31, 2025DV EQUITIES, LLC holds $1,085,183 across 8 Capital Markets names. SCHW ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
423 | $371,817 | |
| 2 | MS |
Morgan Stanley
|
1,698 | $301,445 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,350 | $234,788 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,114 | $125,993 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
625 | $40,193 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
500 | $6,335 | |
| 7 | MARA |
MARA Holdings, Inc.
|
485 | $4,355 | |
| 8 | LGHL |
Lion Group Holding Ltd
|
100 | $257 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $234,788 | 2,350 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||