Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,145,923
-$39,769 QoQ
Shares Held
23,257
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#908
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026Smartleaf Asset Management LLC holds $15,630,688 across 35 Capital Markets names. SCHW ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,204 | $6,274,539 | |
| 2 | MS |
Morgan Stanley
|
22,195 | $4,639,642 | |
| 3 | SCHW |
Schwab Charles Corp
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|
23,257 | $2,145,923 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,493 | $651,118 | |
| 5 | NMR |
Nomura Holdings Inc
|
50,782 | $445,865 | |
| 6 | PIPR |
Piper Sandler Companies
|
2,425 | $175,424 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
5,875 | $160,857 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
1,089 | $146,067 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,923 | 23,257 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,185,692 | 23,257 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,092,415 | 20,943 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,814,502 | 19,006 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,240,134 | 13,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,234,710 | 15,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,079,065 | 14,580 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $735,723 | 11,352 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $594,015 | 8,061 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $456,537 | 6,311 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $274,856 | 3,995 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||