Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$736,615
-$87,442 QoQ
Shares Held
7,838
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
14 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 Mar 31, 2026SkyView Investment Advisors, LLC holds $12,396,807 across 6 Capital Markets names. SCHW ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
126,074 | $8,455,783 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
3,384 | $1,018,008 | |
| 3 | MC |
Moelis & Co
|
17,428 | $993,396 | |
| 4 | SCHW |
Schwab Charles Corp
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|
7,838 | $736,615 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
32,000 | $632,960 | |
| 6 | GS |
Goldman Sachs Group Inc
|
662 | $560,045 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $736,615 | 7,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $824,057 | 8,248 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $815,218 | 8,539 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $792,693 | 8,688 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $687,141 | 8,778 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $604,735 | 8,171 | Shares | Sole | 2025-06-02 | |
| 2023-06-30 | $1,161,089 | 20,485 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,841,627 | 35,159 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,962,271 | 23,568 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,766,636 | 24,581 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $1,402,406 | 22,197 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $1,868,562 | 22,163 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,097,925 | 13,055 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $1,030,102 | 14,142 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||