Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,762,379
-$781,324 QoQ
Shares Held
29,938
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#824
of 2,304 holders
Holding Since
Mar 2024
10 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, 2026Savvy Advisors, Inc. holds $17,459,503 across 7 Capital Markets names. SCHW ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,156 | $8,248,733 | |
| 2 | MS |
Morgan Stanley
|
22,754 | $4,756,496 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
29,938 | $2,762,379 | |
| 4 | EVR |
Evercore Inc.
|
1,907 | $651,126 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,448 | $546,325 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
3,977 | $249,079 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,819 | $245,365 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,762,379 | 29,938 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,543,703 | 37,707 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,280,145 | 32,831 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,670,200 | 27,969 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,378,444 | 26,068 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,626,267 | 20,775 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,435,571 | 19,397 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,621 | 5,518 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $238,092 | 3,231 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $204,866 | 2,832 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||