Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,886,736
-$3,047,777 QoQ
Shares Held
20,448
-61.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#953
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $97,002,004 across 8 Capital Markets names. SCHW ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,346 | $86,316,384 | |
| 2 | MS |
Morgan Stanley
|
30,893 | $6,457,872 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
20,448 | $1,886,736 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
9,114 | $913,951 | |
| 5 | EVR |
Evercore Inc.
|
1,181 | $403,240 | |
| 6 | TW |
Tradeweb Markets Inc.
|
3,771 | $375,817 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,954 | $344,156 | |
| 8 | SF |
Stifel Financial Corp
|
4,355 | $303,848 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,886,736 | 20,448 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $4,934,513 | 52,506 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $2,326,604 | 23,287 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,243,067 | 23,495 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $2,225,617 | 24,393 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $2,387,070 | 30,494 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $2,595,678 | 35,072 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,158,043 | 33,298 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,979,949 | 40,439 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $2,968,254 | 41,032 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,008,211 | 43,724 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,364,378 | 43,067 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,233,367 | 57,046 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,898,394 | 55,334 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,858,018 | 46,337 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,249,027 | 45,207 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,614,388 | 41,380 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,543,633 | 42,031 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,026,623 | 47,879 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $4,511,272 | 61,934 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $4,757,623 | 65,343 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,218,645 | 64,723 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,703,958 | 88,687 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,164,545 | 87,346 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,131,457 | 63,173 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,907,834 | 56,747 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||