Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$158,704
-$1,347,513 QoQ
Shares Held
1,720
-89.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,973
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, 2026TOTH FINANCIAL ADVISORY CORP holds $1,357,746 across 8 Capital Markets names. SCHW ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
17,000 | $1,036,150 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,720 | $158,704 | |
| 3 | GS |
Goldman Sachs Group Inc
|
88 | $89,000 | |
| 4 | WULF |
Terawulf Inc.
|
2,000 | $49,400 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
100 | $13,413 | |
| 6 | EVR |
Evercore Inc.
|
22 | $7,511 | |
| 7 | IREN |
IREN Ltd
|
50 | $2,286 | |
| 8 | BGC |
BGC Group, Inc.
|
120 | $1,282 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,704 | 1,720 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,506,217 | 16,027 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,576,280 | 15,777 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,388,420 | 14,543 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $501,363 | 5,495 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $68,103 | 870 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $64,388 | 870 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $427,875 | 6,602 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $90,786 | 1,232 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $79,646 | 1,101 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $68,318 | 993 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $92,396 | 1,683 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $312,930 | 5,521 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $99,836 | 1,906 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $686,062 | 8,240 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $58,214 | 810 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $51,175 | 810 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $13,068 | 155 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $13,035 | 155 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,290 | 155 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $11,285 | 155 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $10,102 | 155 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $8,221 | 155 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,615 | 155 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $22,673 | 672 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $22,021 | 655 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||