ASHTON THOMAS SECURITIES, LLC

Broker-Dealer

Position in SCHW — Schwab Charles Corp

CIK 771572 ROCHESTER, NY

Position in SCHW

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$384,942

-$2,508 QoQ

Shares Held

4,096

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

ASHTON THOMAS SECURITIES, LLC holds $5,001,904 across 5 Capital Markets names. SCHW ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BGC	BGC Group, Inc.	231,882	$2,267,805
2	GS	Goldman Sachs Group Inc	2,041	$1,726,665
3	SCHW	Schwab Charles Corp This page	4,096	$384,942
4	IBKR	Interactive Brokers Group, Inc.	5,240	$351,446
5	MS	Morgan Stanley	1,647	$271,046

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$384,942	4,096	+5.6%	Shares	Sole	2026-05-18
2025-12-31	$387,450	3,878	+0.8%	Shares	Sole	2026-02-02
2025-09-30	$367,273	3,847	+311.4%	Shares	Sole	2025-10-27
2024-09-30	$60,597	935	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.