Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$931,096
-$101,368 QoQ
Shares Held
10,091
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,250
of 2,310 holders
Holding Since
Dec 2021
19 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, 2026StoneX Group Inc. holds $10,564,900 across 13 Capital Markets names. SCHW ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,011 | $4,601,179 | |
| 2 | IREN |
IREN Ltd
|
50,638 | $2,315,675 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,455 | $1,471,543 | |
| 4 | SCHW |
Schwab Charles Corp
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|
10,091 | $931,096 | |
| 5 | GOLD |
Gold.com, Inc.
|
6,418 | $267,052 | |
| 6 | EVR |
Evercore Inc.
|
721 | $246,178 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
824 | $232,104 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,516 | $218,992 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,096 | 10,091 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,032,464 | 10,986 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,984,312 | 19,861 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,867,775 | 19,564 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,744,235 | 19,117 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,588,222 | 20,289 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $1,301,169 | 17,581 | Shares | Defined | 2025-08-13 | |
| 2024-09-30 | $884,138 | 13,642 | Shares | Defined | 2025-08-13 | |
| 2024-06-30 | $904,323 | 12,272 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $711,680 | 9,838 | Shares | Defined | 2025-08-13 | |
| 2023-12-31 | $475,614 | 6,913 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $315,620 | 5,749 | Shares | Defined | 2025-08-13 | |
| 2023-06-30 | $304,428 | 5,371 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $253,885 | 4,847 | Shares | Defined | 2025-08-13 | |
| 2022-12-31 | $234,793 | 2,820 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $202,385 | 2,816 | Shares | Defined | 2025-08-13 | |
| 2022-06-30 | $407,384 | 6,448 | Shares | Defined | 2025-08-13 | |
| 2022-03-31 | $220,302 | 2,613 | Shares | Defined | 2025-08-13 | |
| 2021-12-31 | $292,415 | 3,477 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||