Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$106,949
-$51,608 QoQ
Shares Held
1,138
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Covestor Ltd holds $5,173,902 across 32 Capital Markets names. SCHW ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
133,707 | $1,929,392 | |
| 2 | CLSK |
Cleanspark, Inc.
|
131,041 | $1,115,158 | |
| 3 | HUT |
Hut 8 Corp.
|
15,342 | $719,693 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,296 | $152,487 | |
| 5 | SNEX |
StoneX Group Inc.
|
1,392 | $112,264 | |
| 6 | MC |
Moelis & Co
|
1,904 | $108,528 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
1,138 | $106,949 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
717 | $102,975 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,949 | 1,138 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $158,557 | 1,587 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $103,775 | 1,087 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $102,188 | 1,120 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $99,102 | 1,266 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $94,584 | 1,278 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $60,273 | 930 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $66,689 | 905 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $61,995 | 857 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $74,166 | 1,078 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $89,432 | 1,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $92,445 | 1,631 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $91,979 | 1,756 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $283,000 | 3,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $248,382 | 3,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $183,032 | 2,897 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $104,460 | 1,239 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $89,398 | 1,063 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||