Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$881,639
+$270,769 QoQ
Shares Held
9,555
+47.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,272
of 2,309 holders
Holding Since
Mar 2024
10 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, 2026NAVELLIER & ASSOCIATES INC holds $7,885,445 across 6 Capital Markets names. SCHW ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
40,989 | $2,441,714 | |
| 2 | SNEX |
StoneX Group Inc.
|
21,760 | $1,719,079 | |
| 3 | WULF |
Terawulf Inc.
|
50,534 | $1,248,189 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
12,807 | $1,114,721 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
9,555 | $881,639 | |
| 6 | MRX |
Marex Group Ltd
|
7,877 | $480,103 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,639 | 9,555 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $610,870 | 6,500 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $659,406 | 6,600 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,026,779 | 10,755 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $702,548 | 7,700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $602,756 | 7,700 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $818,180 | 11,055 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $524,961 | 8,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $836,749 | 11,355 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $835,888 | 11,555 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||