Silver Grove Financial Group, Inc.
Position in SCHW — Schwab Charles Corp
CIK 2111172
ORCHARD PARK, NY
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$106,202
New position
Shares Held
1,151
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,015
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $1,277,073 across 33 Capital Markets names. SCHW ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
497 | $502,650 | |
| 2 | MS |
Morgan Stanley
|
1,541 | $322,130 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
4,909 | $134,408 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
1,151 | $106,202 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
606 | $60,769 | |
| 6 | MRX |
Marex Group Ltd
|
588 | $35,838 | |
| 7 | SNEX |
StoneX Group Inc.
|
252 | $19,908 | |
| 8 | NMR |
Nomura Holdings Inc
|
1,560 | $13,696 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,202 | 1,151 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||