Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$458,212
-$917,748 QoQ
Shares Held
4,966
-63.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,546
of 2,303 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Continuum Advisory, LLC holds $4,058,276 across 18 Capital Markets names. SCHW ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
30,211 | $1,381,549 | |
| 2 | MS |
Morgan Stanley
|
4,781 | $999,420 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
9,410 | $589,348 | |
| 4 | GS |
Goldman Sachs Group Inc
|
479 | $484,446 | |
| 5 | SCHW |
Schwab Charles Corp
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|
4,966 | $458,212 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,969 | $52,827 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
400 | $40,112 | |
| 8 | LAZ |
Lazard, Inc.
|
325 | $13,630 |
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,212 | 4,966 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,375,960 | 13,772 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,423,935 | 14,915 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,484,748 | 16,273 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,835,196 | 23,444 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $666,238 | 9,002 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $554,384 | 8,554 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $607,058 | 8,238 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $570,473 | 7,886 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,549,720 | 22,525 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,339,120 | 24,392 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,422,781 | 25,102 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $1,085,627 | 20,726 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $1,456,300 | 17,491 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,251,184 | 17,409 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $802,006 | 12,694 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $346,682 | 4,112 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||