Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$147,355
-$13,726 QoQ
Shares Held
1,597
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,991
of 2,314 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $764,661 across 29 Capital Markets names. SCHW ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
261 | $263,967 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,597 | $147,355 | |
| 3 | MS |
Morgan Stanley
|
702 | $146,746 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
629 | $63,076 | |
| 5 | EVR |
Evercore Inc.
|
122 | $41,655 | |
| 6 | TW |
Tradeweb Markets Inc.
|
130 | $12,955 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
42 | $11,830 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
88 | $11,803 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,355 | 1,597 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $161,081 | 1,714 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $186,531 | 1,867 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $179,388 | 1,879 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $173,447 | 1,901 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $147,244 | 1,881 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $163,932 | 2,215 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $144,331 | 2,227 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $165,802 | 2,250 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $161,752 | 2,236 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $152,667 | 2,219 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $122,042 | 2,223 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $121,578 | 2,145 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,046 | 860 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $88,422 | 1,062 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,426 | 966 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $54,777 | 867 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $81,156 | 965 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $61,112 | 839 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||