Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$343,521
-$53,168 QoQ
Shares Held
3,723
-11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,669
of 2,303 holders
Holding Since
Jun 2025
5 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $5,997,665 across 6 Capital Markets names. SCHW ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
4,416 | $4,466,209 | |
| 2 | MS |
Morgan Stanley
|
2,609 | $545,385 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
3,723 | $343,521 | |
| 4 | WULF |
Terawulf Inc.
|
10,283 | $253,990 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,337 | $203,412 | |
| 6 | CLSK |
Cleanspark, Inc.
|
12,725 | $185,148 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,521 | 3,723 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $396,689 | 4,221 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $396,442 | 3,968 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $372,714 | 3,904 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $326,183 | 3,575 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||