Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$854,235
New position
Shares Held
9,258
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,279
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Pitcairn Wealth Advisors LLC holds $4,190,733 across 6 Capital Markets names. SCHW ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
12,152 | $1,057,710 | |
| 2 | MS |
Morgan Stanley
|
4,606 | $962,838 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
9,258 | $854,235 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
10,499 | $524,740 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,563 | $440,265 | |
| 6 | GS |
Goldman Sachs Group Inc
|
347 | $350,945 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,235 | 9,258 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||