Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,281,999
-$41,709 QoQ
Shares Held
13,894
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#263
of 690 holders
Holding Since
Jun 2022
15 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, 2026Everhart Financial Group, Inc. holds $8,204,499 across 6 Capital Markets names. SCHW ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,570 | $3,610,590 | |
| 2 | MS |
Morgan Stanley
|
11,479 | $2,399,570 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
13,894 | $1,281,999 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,721 | $473,421 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,976 | $433,111 | |
| 6 | DEFT |
Defi Technologies, Inc.
|
11,300 | $5,808 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,999 | 13,894 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,323,708 | 14,085 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,220,100 | 12,212 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,115,757 | 11,687 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $837,856 | 9,183 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $629,449 | 8,041 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $483,951 | 6,539 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $355,742 | 5,489 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $472,205 | 6,408 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $376,674 | 5,207 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $274,512 | 3,990 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $267,857 | 4,879 | Shares | Sole | 2023-10-25 | |
| 2022-12-31 | $281,835 | 3,385 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $356,475 | 4,960 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $230,480 | 3,648 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||