Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,627,111
+$111,079 QoQ
Shares Held
28,472
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#842
of 2,304 holders
Holding Since
Sep 2022
15 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, 2026CENTAURUS FINANCIAL, INC. holds $12,280,676 across 6 Capital Markets names. SCHW ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
18,122 | $3,788,222 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,181 | $3,217,167 | |
| 3 | SCHW |
Schwab Charles Corp
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|
28,472 | $2,627,111 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
19,655 | $1,971,003 | |
| 5 | IREN |
IREN Ltd
|
12,368 | $565,588 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,282 | $111,585 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,627,111 | 28,472 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,516,032 | 26,772 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,681,884 | 26,843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,547,187 | 37,155 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $2,386,929 | 26,161 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $2,102,052 | 26,853 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,991,461 | 26,908 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $1,645,914 | 25,396 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,776,150 | 24,103 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $1,256,111 | 17,364 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $855,046 | 12,428 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $1,085,098 | 19,765 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,261,186 | 22,251 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,540,652 | 29,413 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $321,977 | 4,480 | Shares | Sole | 2022-12-05 | |
| No filing history on record for this holder in this stock. | ||||||