Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,832,389
+$112,931 QoQ
Shares Held
19,859
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#958
of 2,296 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $3,985,099 across 2 Capital Markets names. SCHW ranks #2 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
21,467 | $2,152,710 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
19,859 | $1,832,389 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,389 | 19,859 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,719,458 | 18,296 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,030,570 | 20,324 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,786,625 | 18,714 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,581,645 | 17,335 | Shares | Other | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||