Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$150,492
-$345 QoQ
Shares Held
1,631
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,979
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ares Financial Consulting, LLC holds $437,155 across 17 Capital Markets names. SCHW ranks #1 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,631 | $150,492 | |
| 2 | MS |
Morgan Stanley
|
594 | $124,169 | |
| 3 | GS |
Goldman Sachs Group Inc
|
104 | $105,182 | |
| 4 | OPY |
Oppenheimer Holdings Inc
|
212 | $22,374 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
90 | $9,025 | |
| 6 | NMR |
Nomura Holdings Inc
|
766 | $6,725 | |
| 7 | IREN |
IREN Ltd
|
120 | $5,487 | |
| 8 | BGC |
BGC Group, Inc.
|
360 | $3,848 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,492 | 1,631 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $150,837 | 1,605 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $119,092 | 1,192 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||