Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$421,489
-$4,146 QoQ
Shares Held
4,568
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,580
of 2,304 holders
Holding Since
Jun 2024
7 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, 2026EVERPAR ADVISORS LLC holds $3,793,821 across 6 Capital Markets names. SCHW ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,253 | $1,267,246 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
9,021 | $785,187 | |
| 3 | MS |
Morgan Stanley
|
3,691 | $771,566 | |
| 4 | SCHW |
Schwab Charles Corp
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|
4,568 | $421,489 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,881 | $288,906 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
921 | $259,427 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,489 | 4,568 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $425,635 | 4,529 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $372,164 | 3,725 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $319,156 | 3,343 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $298,172 | 3,268 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $236,170 | 3,017 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $213,479 | 2,897 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||