Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$966,772
+$192,470 QoQ
Shares Held
10,287
+32.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $12,333,199 across 37 Capital Markets names. SCHW ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,928 | $6,707,008 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
24,338 | $1,686,623 | |
| 3 | MS |
Morgan Stanley
|
6,742 | $1,109,530 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
10,287 | $966,772 | |
| 5 | TW |
Tradeweb Markets Inc.
|
3,226 | $379,571 | |
| 6 | SNEX |
StoneX Group Inc.
|
3,785 | $305,260 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
12,199 | $241,296 | |
| 8 | PIPR |
Piper Sandler Companies
|
2,432 | $186,169 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $966,772 | 10,287 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $774,302 | 7,750 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $727,481 | 7,620 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $693,059 | 7,596 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $595,475 | 7,607 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $578,610 | 7,818 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $493,333 | 7,612 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $524,599 | 7,119 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $533,145 | 7,370 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $560,857 | 8,152 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $430,306 | 7,838 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $500,144 | 8,824 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $414,011 | 7,904 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $565,751 | 6,795 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $469,814 | 6,537 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $413,007 | 6,537 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $515,701 | 6,132 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $617,391 | 8,476 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $622,962 | 8,556 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $534,150 | 8,195 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||