New England Capital Financial Advisors LLC
Position in SCHW — Schwab Charles Corp
CIK 1964652
MERIDEN, CT
Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,379
-$154 QoQ
Shares Held
145
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,196
of 2,304 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $140,081 across 3 Capital Markets names. SCHW ranks #2 (9.6% of the industry book) .
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,379 | 145 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,533 | 144 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,387 | 144 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,652 | 143 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,047 | 143 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,115 | 142 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,509 | 142 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,138 | 141 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,390 | 141 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,127 | 140 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,632 | 140 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,631 | 139 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $19,214 | 339 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,452 | 295 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,489 | 138 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||