Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$885,146
-$18,189 QoQ
Shares Held
9,593
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,271
of 2,309 holders
Holding Since
Dec 2023
9 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, 2026Ethos Financial Group, LLC holds $3,013,040 across 7 Capital Markets names. SCHW ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,144 | $1,157,007 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
9,593 | $885,146 | |
| 3 | MS |
Morgan Stanley
|
3,298 | $689,413 | |
| 4 | DEFT |
Defi Technologies, Inc.
|
264,420 | $135,911 | |
| 5 | BRR |
ProCap Financial, Inc.
|
44,304 | $68,228 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
12,419 | $45,205 | |
| 7 | BTBT |
Bit Digital, Inc
|
17,850 | $32,130 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,146 | 9,593 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||