Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,405
New position
Shares Held
2,302
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,923
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026FourThought Financial Partners, LLC holds $10,998,672 across 7 Capital Markets names. SCHW ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,474 | $7,558,979 | |
| 2 | MS |
Morgan Stanley
|
8,360 | $1,747,574 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
5,413 | $471,147 | |
| 4 | ETOR |
eToro Group Ltd.
|
10,313 | $407,054 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
5,610 | $351,354 | |
| 6 | GOLD |
Gold.com, Inc.
|
6,012 | $250,159 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
2,302 | $212,405 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,405 | 2,302 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||