Tactive Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 2002409 Jacksonville, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$725,057

-$129,315 QoQ

Shares Held

7,858

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,354

of 2,304 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tactive Advisors, LLC holds $10,220,845 across 4 Capital Markets names. SCHW ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUT	Hut 8 Corp.	69,657	$8,041,552
2	GS	Goldman Sachs Group Inc	774	$782,800
3	SCHW	Schwab Charles Corp This page	7,858	$725,057
4	MS	Morgan Stanley	3,212	$671,436

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,057	7,858	-13.6%	Shares	Sole	2026-07-09
2026-03-31	$854,372	9,091	+15.7%	Shares	Sole	2026-04-16
2025-12-31	$785,292	7,860	+68.9%	Shares	Sole	2026-01-09
2025-09-30	$444,221	4,653	-4.8%	Shares	Sole	2025-10-14
2025-06-30	$446,072	4,889	-17.8%	Shares	Sole	2025-08-18
2024-03-31	$430,495	5,951	—	Shares	Sole	2024-06-04
No filing history on record for this holder in this stock.