Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$401,005
+$47,829 QoQ
Shares Held
4,346
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,601
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Greenspring Advisors, LLC holds $3,353,553 across 6 Capital Markets names. SCHW ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,796 | $1,816,420 | |
| 2 | MS |
Morgan Stanley
|
2,427 | $507,340 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
4,346 | $401,005 | |
| 4 | EVR |
Evercore Inc.
|
808 | $275,883 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,399 | $208,808 | |
| 6 | NMR |
Nomura Holdings Inc
|
16,412 | $144,097 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,005 | 4,346 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $353,176 | 3,758 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $349,185 | 3,495 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||