Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,277,928
New position
Shares Held
34,879
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 28%
Shared 0%
None 72%
Position in Capital Markets
Financial Services · as of Mar 31, 2026CSM Advisors, LLC holds $65,099,880 across 8 Capital Markets names. SCHW ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
37,868 | $32,035,949 | |
| 2 | SNEX |
StoneX Group Inc.
|
106,560 | $12,891,096 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
69,834 | $4,683,766 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
56,508 | $3,916,004 | |
| 5 | CLSK |
Cleanspark, Inc.
|
451,705 | $3,844,009 | |
| 6 | GOLD |
Gold.com, Inc.
|
90,418 | $3,623,953 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
34,879 | $3,277,928 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
18,808 | $827,175 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,277,928 | 34,879 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||