Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$612,580
-$37,291 QoQ
Shares Held
6,639
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#362
of 690 holders
Holding Since
Jun 2023
13 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, 2026PFG Investments, LLC holds $14,018,480 across 13 Capital Markets names. SCHW ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,513 | $4,564,312 | |
| 2 | MS |
Morgan Stanley
|
18,636 | $3,895,669 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
11,656 | $1,168,863 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
13,361 | $1,162,941 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
16,245 | $1,017,424 | |
| 6 | IREN |
IREN Ltd
|
18,001 | $823,185 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
6,639 | $612,580 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
5,838 | $291,783 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,580 | 6,639 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $649,871 | 6,915 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $691,776 | 6,924 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $674,591 | 7,066 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $542,969 | 5,951 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $422,790 | 5,401 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $401,356 | 5,423 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $366,306 | 5,652 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $538,673 | 7,310 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,549,884 | 21,425 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $387,550 | 5,633 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $315,675 | 5,750 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $240,436 | 4,242 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||