Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,757,358
-$1,393,487 QoQ
Shares Held
235,801
-4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#351
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. SCHW ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
235,801 | $21,757,358 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
473,937 | $17,611,498 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14,940 | $15,109,867 | |
| 4 | MS |
Morgan Stanley
|
40,871 | $8,543,673 | |
| 5 | WULF |
Terawulf Inc.
|
51,194 | $1,264,491 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
17,784 | $888,844 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,022 | $804,446 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,083 | $268,344 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,757,358 | 235,801 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,150,845 | 246,338 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,161,135 | 241,829 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,020,012 | 241,123 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,410,652 | 234,663 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,492,213 | 223,457 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,634,339 | 224,758 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $14,490,738 | 223,588 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,466,251 | 223,453 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,739,009 | 37,863 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,553,168 | 37,110 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,951,146 | 35,540 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,092,965 | 36,926 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $653,650 | 12,479 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $859,742 | 10,326 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $698,576 | 9,720 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $600,399 | 9,503 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $801,113 | 9,502 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $631,086 | 7,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $517,528 | 7,105 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $526,125 | 7,226 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $463,038 | 7,104 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $340,888 | 6,427 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $227,415 | 6,277 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $251,734 | 7,461 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $219,504 | 6,529 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||