Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$393,439
New position
Shares Held
4,264
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,613
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, 2026Storgate, LLC holds $3,051,887 across 6 Capital Markets names. SCHW ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
5,586 | $1,573,464 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,264 | $393,439 | |
| 3 | SF |
Stifel Financial Corp
|
4,274 | $298,196 | |
| 4 | MS |
Morgan Stanley
|
1,414 | $295,582 | |
| 5 | EVR |
Evercore Inc.
|
784 | $267,688 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,568 | $223,518 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,439 | 4,264 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||