Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$180,572
-$26,459 QoQ
Shares Held
1,957
-11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,965
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $333,143 across 9 Capital Markets names. SCHW ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,957 | $180,572 | |
| 2 | MS |
Morgan Stanley
|
388 | $81,107 | |
| 3 | GS |
Goldman Sachs Group Inc
|
70 | $70,795 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2 | $174 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
3 | $149 | |
| 6 | MC |
Moelis & Co
|
2 | $130 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1 | $100 | |
| 8 | SF |
Stifel Financial Corp
|
1 | $69 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,572 | 1,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $207,031 | 2,203 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $219,794 | 2,200 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $209,741 | 2,197 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $201,635 | 2,210 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $170,646 | 2,180 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $93,324 | 1,261 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||