Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,341,042
-$520,444 QoQ
Shares Held
144,587
-2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#445
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Snowden Capital Advisors LLC holds $51,948,527 across 12 Capital Markets names. SCHW ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
27,556 | $27,869,311 | |
| 2 | SCHW |
Schwab Charles Corp
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|
144,587 | $13,341,042 | |
| 3 | MS |
Morgan Stanley
|
19,354 | $4,045,760 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
28,169 | $2,824,787 | |
| 5 | IREN |
IREN Ltd
|
21,007 | $960,650 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
51,640 | $687,328 | |
| 7 | SF |
Stifel Financial Corp
|
8,470 | $590,951 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,565 | $440,829 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,341,042 | 144,587 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,861,486 | 147,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,573,371 | 155,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,760,330 | 154,607 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,103,149 | 154,572 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,174,731 | 155,528 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,202,153 | 151,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,606,656 | 148,228 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,859,768 | 147,371 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,950,612 | 151,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,522,616 | 152,945 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,442,635 | 171,997 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,421,462 | 166,222 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,476,092 | 142,728 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,538,574 | 78,532 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,009,123 | 69,697 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,236,661 | 67,057 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,367,427 | 63,663 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,570,666 | 54,348 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,576,318 | 62,827 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $4,437,478 | 60,946 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $3,685,407 | 56,542 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $2,859,439 | 53,911 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $1,790,921 | 49,432 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $1,585,746 | 46,999 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $1,563,397 | 46,502 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||