Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,128,506
-$70,667 QoQ
Shares Held
33,906
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#783
of 2,303 holders
Holding Since
Mar 2026
2 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, 2026FINANCIAL ADVISORY PARTNERS, LLC holds $9,951,571 across 2 Capital Markets names. SCHW ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
32,640 | $6,823,065 | |
| 2 | SCHW |
Schwab Charles Corp
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|
33,906 | $3,128,506 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,128,506 | 33,906 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,199,173 | 34,041 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||