Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$41,244
+$21,979 QoQ
Shares Held
447
+118.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,100
of 2,304 holders
Holding Since
Dec 2021
15 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, 2026Washington Trust Advisors, Inc. holds $3,345,217 across 8 Capital Markets names. SCHW ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
6,633 | $2,264,771 | |
| 2 | GS |
Goldman Sachs Group Inc
|
727 | $735,265 | |
| 3 | MS |
Morgan Stanley
|
1,198 | $250,429 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
932 | $46,581 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
447 | $41,244 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
28 | $3,755 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
28 | $2,807 | |
| 8 | IREN |
IREN Ltd
|
8 | $365 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,244 | 447 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $19,265 | 205 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $17,384 | 174 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $16,611 | 174 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $39,415 | 432 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $33,816 | 432 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $28,641 | 387 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $25,081 | 387 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $17,538 | 238 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $17,216 | 238 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $6,811 | 99 | Shares | Other | 2024-01-18 | |
| 2022-09-30 | $19,404 | 270 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $20,975 | 332 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $30,687 | 364 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $42,470 | 505 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||