Focus Partners Advisor Solutions, LLC
Position in SCHW — Schwab Charles Corp
CIK 1868872
SAINT LOUIS, MO
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,612,348
+$842,141 QoQ
Shares Held
28,312
+50.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#841
of 2,291 holders
Holding Since
Mar 2024
8 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, 2026Focus Partners Advisor Solutions, LLC holds $37,625,073 across 16 Capital Markets names. SCHW ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
64,443 | $18,152,304 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
136,736 | $5,081,109 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,740 | $2,771,153 | |
| 4 | MS |
Morgan Stanley
|
12,523 | $2,617,807 | |
| 5 | SCHW |
Schwab Charles Corp
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|
28,312 | $2,612,348 | |
| 6 | EVR |
Evercore Inc.
|
4,592 | $1,567,892 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
26,583 | $1,328,618 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,661 | $768,245 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,612,348 | 28,312 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $1,770,207 | 18,836 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,549,004 | 15,504 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,463,077 | 15,325 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,093,602 | 11,986 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $765,108 | 9,774 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $350,437 | 4,735 | Shares | Other | 2025-02-18 | |
| 2024-03-31 | $220,347 | 3,046 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||