Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$761,135
-$14,106 QoQ
Shares Held
8,249
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#1,329
of 2,303 holders
Holding Since
Dec 2024
7 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, 2026HMV Wealth Advisors, LLC holds $5,887,617 across 2 Capital Markets names. SCHW ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MIAX |
Miami International Holdings, Inc.
|
137,957 | $5,126,482 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
8,249 | $761,135 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,135 | 8,249 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $775,241 | 8,249 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $848,335 | 8,491 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $810,635 | 8,491 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $774,718 | 8,491 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $664,675 | 8,491 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $628,418 | 8,491 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||