Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$541,624
-$10,226 QoQ
Shares Held
5,870
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,469
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026Mayflower Financial Advisors, LLC holds $159,569,858 across 8 Capital Markets names. SCHW ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
1,122,126 | $150,510,760 | |
| 2 | MS |
Morgan Stanley
|
28,503 | $5,958,267 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,735 | $1,754,726 | |
| 4 | SCHW |
Schwab Charles Corp
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|
5,870 | $541,624 | |
| 5 | WULF |
Terawulf Inc.
|
10,000 | $247,000 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,225 | $223,123 | |
| 7 | IREN |
IREN Ltd
|
4,485 | $205,099 | |
| 8 | NMR |
Nomura Holdings Inc
|
14,722 | $129,259 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,624 | 5,870 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $551,850 | 5,872 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $571,784 | 5,723 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $645,663 | 6,763 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $613,771 | 6,727 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $523,771 | 6,691 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $533,612 | 7,210 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $468,317 | 7,226 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $562,549 | 7,634 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $536,473 | 7,416 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $460,272 | 6,690 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $388,417 | 7,075 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $269,683 | 4,758 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $204,177 | 3,898 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||