Position in SCHW
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$1,149,748
+$107,091 QoQ
Shares Held
12,234
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $7,792,966 across 9 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,150 | $2,664,863 | |
| 2 | MS |
Morgan Stanley
|
8,354 | $1,374,814 | |
| 3 | SCHW |
Schwab Charles Corp
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|
12,234 | $1,149,748 | |
| 4 | EVR |
Evercore Inc.
|
2,189 | $653,436 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,656 | $513,484 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,815 | $464,415 | |
| 7 | SF |
Stifel Financial Corp
|
5,910 | $436,864 | |
| 8 | CLSK |
Cleanspark, Inc.
|
35,742 | $304,163 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,149,748 | 12,234 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,042,657 | 10,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $838,700 | 8,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $705,192 | 7,729 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $351,161 | 4,486 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $322,016 | 4,351 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $277,709 | 4,285 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $287,611 | 3,903 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $276,503 | 3,321 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $216,543 | 3,013 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $240,452 | 2,852 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $234,470 | 2,788 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||