Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,424,139
+$805,299 QoQ
Shares Held
37,110
+41.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#761
of 2,303 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $27,546,888 across 17 Capital Markets names. SCHW ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,139 | 37,110 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,618,840 | 26,212 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,242,590 | 23,490 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,639,217 | 17,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $786,792 | 10,051 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,057,649 | 41,314 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,741,268 | 42,297 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,085,427 | 28,300 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $14,699,849 | 203,205 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||