Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,402,987
+$640,487 QoQ
Shares Held
26,043
+38.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#872
of 2,304 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $33,028,198 across 9 Capital Markets names. SCHW ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,445 | $24,722,939 | |
| 2 | MS |
Morgan Stanley
|
14,784 | $3,090,447 | |
| 3 | SCHW |
Schwab Charles Corp
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|
26,043 | $2,402,987 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,234 | $1,026,265 | |
| 5 | WULF |
Terawulf Inc.
|
31,264 | $772,220 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,779 | $328,924 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
4,797 | $300,436 | |
| 8 | IREN |
IREN Ltd
|
4,407 | $201,532 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,987 | 26,043 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,762,500 | 18,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,531,320 | 15,327 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,405,413 | 14,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,385,844 | 15,189 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,065,469 | 13,611 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $723,669 | 9,778 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $693,142 | 10,695 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $784,061 | 10,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,358,762 | 18,783 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,349,099 | 19,609 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $790,175 | 14,393 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $859,608 | 15,166 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $595,822 | 11,375 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $314,639 | 3,779 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||