Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$59,514
+$8,241 QoQ
Shares Held
645
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,063
of 2,303 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $516,902 across 7 Capital Markets names. SCHW ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,355 | $283,249 | |
| 2 | GS |
Goldman Sachs Group Inc
|
160 | $161,819 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
645 | $59,514 | |
| 4 | MIAX |
Miami International Holdings, Inc.
|
157 | $5,834 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
10 | $2,816 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
41 | $2,567 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
11 | $1,103 |
All Filings in SCHW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,514 | 645 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $51,273 | 655 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $48,476 | 655 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,450 | 655 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $69,268 | 940 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $69,591 | 962 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $69,556 | 1,011 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $54,076 | 985 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $55,829 | 985 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $50,808 | 970 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $83,593 | 1,004 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $90,412 | 1,258 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $80,238 | 1,270 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $109,940 | 1,304 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $104,704 | 1,245 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $49,895 | 685 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $49,874 | 685 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $24,963 | 383 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $12,994 | 245 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $8,876 | 245 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $8,266 | 245 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $9,010 | 268 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||