Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,905
+$5,530 QoQ
Shares Held
64
+1500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,237
of 2,304 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, 2026AMERIFLEX GROUP, INC. holds $639,222 across 12 Capital Markets names. SCHW ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
544 | $550,185 | |
| 2 | MS |
Morgan Stanley
|
95 | $19,858 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
133 | $17,839 | |
| 4 | EVR |
Evercore Inc.
|
48 | $16,389 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
135 | $13,537 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
64 | $5,905 | |
| 7 | IREN |
IREN Ltd
|
82 | $3,749 | |
| 8 | MARA |
MARA Holdings, Inc.
|
249 | $3,458 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,905 | 64 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $375 | 4 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $399 | 4 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $763 | 8 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,284 | 36 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,818 | 36 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,664 | 36 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||