Position in SCHW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$453,359
-$190,461 QoQ
Shares Held
4,824
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SmartHarvest Portfolios, LLC holds $2,595,971 across 6 Capital Markets names. SCHW ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,153 | $975,426 | |
| 2 | MS |
Morgan Stanley
|
3,826 | $629,644 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
4,824 | $453,359 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
6,373 | $427,437 | |
| 5 | NMR |
Nomura Holdings Inc
|
10,336 | $81,551 | |
| 6 | LGHL |
Lion Group Holding Ltd
|
32,448 | $28,554 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,359 | 4,824 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $643,820 | 6,444 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||