Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$199,117
-$238,453 QoQ
Shares Held
2,158
-53.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,956
of 2,304 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $2,263,077 across 27 Capital Markets names. SCHW ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,275 | $1,289,496 | |
| 2 | MS |
Morgan Stanley
|
1,246 | $260,463 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,158 | $199,117 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,983 | $198,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,226 | $106,710 | |
| 6 | IREN |
IREN Ltd
|
1,719 | $78,609 | |
| 7 | EVR |
Evercore Inc.
|
125 | $42,679 | |
| 8 | MC |
Moelis & Co
|
343 | $22,438 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,117 | 2,158 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $437,570 | 4,656 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $334,298 | 3,346 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $312,281 | 3,271 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $338,316 | 3,708 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $179,182 | 2,289 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $168,075 | 2,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $147,182 | 2,271 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $152,390 | 2,068 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $13,455 | 186 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||