Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$903,335
+$57,597 QoQ
Shares Held
9,612
+13.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ethos Financial Group, LLC holds $3,057,517 across 7 Capital Markets names. SCHW ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
9,612 | $903,335 | |
| 2 | GS |
Goldman Sachs Group Inc
|
930 | $786,770 | |
| 3 | HUT |
Hut 8 Corp.
|
11,800 | $553,538 | |
| 4 | MS |
Morgan Stanley
|
3,258 | $536,169 | |
| 5 | DEFT |
Defi Technologies, Inc.
|
264,420 | $146,224 | |
| 6 | BRR |
ProCap Financial, Inc.
|
44,304 | $93,481 | |
| 7 | HIVE |
HIVE Digital Technologies Ltd.
|
20,000 | $38,000 |
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $903,335 | 9,612 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $845,738 | 8,465 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $754,117 | 7,899 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $764,682 | 8,381 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $178,586 | 2,413 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $203,752 | 2,765 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $324,227 | 4,482 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $342,899 | 4,984 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||