Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,199
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,283
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Navigoe, LLC holds $18,633 across 21 Capital Markets names. SCHW ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
16 | $5,463 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3 | $3,034 | |
| 3 | MS |
Morgan Stanley
|
12 | $2,508 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
17 | $1,704 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
13 | $1,199 | |
| 6 | SNEX |
StoneX Group Inc.
|
8 | $888 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
12 | $599 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
19 | $520 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199 | 13 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||