Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$690,087
+$95,194 QoQ
Shares Held
7,479
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,371
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $16,063,298 across 10 Capital Markets names. SCHW ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,340 | $6,412,085 | |
| 2 | MS |
Morgan Stanley
|
12,734 | $2,661,915 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
25,397 | $2,546,811 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
111,224 | $1,480,391 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
13,636 | $1,186,877 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
7,479 | $690,087 | |
| 7 | EVR |
Evercore Inc.
|
900 | $307,296 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
978 | $275,483 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,087 | 7,479 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $594,893 | 6,330 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $537,415 | 5,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,453,530 | 15,225 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,307,651 | 14,332 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,051,222 | 13,429 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||