Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,681
+$12,899 QoQ
Shares Held
701
+27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,056
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026Ankerstar Wealth, LLC holds $101,779 across 14 Capital Markets names. SCHW ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
701 | $64,681 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
117 | $11,732 | |
| 3 | MS |
Morgan Stanley
|
40 | $8,361 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
52 | $4,526 | |
| 5 | GS |
Goldman Sachs Group Inc
|
4 | $4,045 | |
| 6 | SNEX |
StoneX Group Inc.
|
32 | $2,488 | |
| 7 | PIPR |
Piper Sandler Companies
|
24 | $1,736 | |
| 8 | MARA |
MARA Holdings, Inc.
|
73 | $1,013 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,681 | 701 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $51,782 | 551 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $75,531 | 756 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||