Five Oceans Advisors

Position in SCHW — Schwab Charles Corp

CIK 1876326 SANTA MONICA, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$235,842

-$5,216 QoQ

Shares Held

2,556

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,880

of 2,303 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Five Oceans Advisors holds $1,957,487 across 5 Capital Markets names. SCHW ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	704	$712,004
2	MS	Morgan Stanley	2,952	$617,086
3	HOOD	Robinhood Markets, Inc.	2,732	$273,964
4	SCHW	Schwab Charles Corp This page	2,556	$235,842
5	NMR	Nomura Holdings Inc	13,507	$118,591

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$235,842	2,556	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$241,058	2,565	-0.2%	Shares	Sole	2026-04-07
2025-12-31	$256,868	2,571	+0.4%	Shares	Sole	2026-01-16
2025-09-30	$244,403	2,560	-5.4%	Shares	Sole	2025-10-22
2025-06-30	$246,804	2,705	+0.9%	Shares	Sole	2025-07-16
2025-03-31	$209,790	2,680	-1.0%	Shares	Sole	2025-04-18
2022-12-31	$225,384	2,707	-4.0%	Shares	Sole	2023-01-17
2022-09-30	$202,673	2,820	+1.9%	Shares	Sole	2022-11-02
2022-03-31	$233,370	2,768	-3.6%	Shares	Sole	2022-04-19
2021-12-31	$241,451	2,871	—	Shares	Sole	2022-01-14
No filing history on record for this holder in this stock.