Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,583
+$986 QoQ
Shares Held
28
+64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,265
of 2,303 holders
Holding Since
Mar 2023
12 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, 2026DecisionPoint Financial, LLC holds $15,772 across 22 Capital Markets names. SCHW ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22 | $4,598 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
28 | $2,583 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2 | $2,022 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15 | $1,504 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
18 | $899 | |
| 6 | MARA |
MARA Holdings, Inc.
|
55 | $763 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2 | $563 | |
| 8 | SF |
Stifel Financial Corp
|
6 | $418 |
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,583 | 28 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,597 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,698 | 17 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,622 | 17 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,551 | 17 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16 | 0 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,072 | 28 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,814 | 28 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,063 | 28 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,025 | 28 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,926 | 28 | Shares | Sole | 2024-01-31 | |
| 2023-03-31 | $4,452 | 85 | Shares | Sole | 2023-09-26 | |
| No filing history on record for this holder in this stock. | ||||||