嘉信理財公司
MX ˙ BMV ˙ US8085131055
SecurityMX:SCHW / The Charles Schwab Corporation
InstitutionFront Row Advisors LLC
Latest Disclosed Ownership180 shares
Latest Disclosed Value $ 16,916
Front Row Advisors LLC ownership in SCHW / The Charles Schwab Corporation

On May 19, 2026 - Front Row Advisors LLC filed a 13F-HR form disclosing ownership of 180 shares of The Charles Schwab Corporation (MX:SCHW) valued at $16,916 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 180 shares of The Charles Schwab Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 180 0 0.00 17 -5.88 0.0057
2026-02-12 2025-12-31 13F SCHWAB CHARLES CORP COM Stock 808513105 180 0 0.00 18 0.00 0.0060
2025-11-17 2025-09-30 13F SCHWAB CHARLES CORP COM Stock 808513105 180 0 0.00 17 6.25 0.0058
2025-08-18 2025-06-30 13F SCHWAB CHARLES CORP COM Stock 808513105 180 -3,409 -94.98 16 -94.29 0.0057
2025-05-15 2025-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 3,589 -15 -0.42 281 5.26 0.1080
2025-02-12 2024-12-31 13F SCHWAB CHARLES CORP COM Stock 808513105 3,604 -11 -0.30 267 13.68 0.0921
2024-11-14 2024-09-30 13F SCHWAB CHARLES CORP COM Stock 808513105 3,615 -196 -5.14 234 -16.43 0.0836
2024-08-16 2024-06-30 13F SCHWAB CHARLES CORP COM Stock 808513105 3,811 3,601 1,714.76 281 1,766.67 0.0976
2024-05-14 2024-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 210 210 15 0.0056
2023-05-22 2023-03-31 13F/A-1 SCHWAB CHARLES CORP COM Stock 808513105 0 -384 -100.00 0 0.0000
2023-05-15 2023-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 0 -384 0 0.0000
2023-02-15 2022-12-31 13F SCHWAB CHARLES CORP COM Stock 808513105 384 25 6.96 0 -100.00 0.0165
2022-11-16 2022-09-30 13F SCHWAB CHARLES CORP COM Stock 808513105 359 122 51.48 26 73.33 0.0135
2022-08-15 2022-06-30 13F SCHWAB CHARLES CORP COM STOCK 808513105 237 -2 -0.84 15 -25.00 0.0074
2022-05-11 2022-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 239 5 2.14 20 0.00 0.0081
2022-03-09 2021-12-31 13F SCHWAB CHARLES CORP COM Stock 808513105 234 -8 -3.31 20 11.11 0.0075
2021-11-03 2021-09-30 13F SCHWAB CHARLES CORP COM Stock 808513105 242 0 0.00 18 5.88 0.0076
2021-08-23 2021-06-30 13F SCHWAB CHARLES CORP COM Stock 808513105 242 7 2.98 17 13.33 0.0070
2021-04-28 2021-03-31 13F SCHWAB CHARLES CORP COM STOCK 808513105 235 -2 -0.84 15 15.38 0.0073
2021-02-25 2020-12-31 13F SCHWAB CHARLES CORP COM Stock 808513105 237 0 0.00 13 8.33 0.0067
2020-11-30 2020-09-30 13F SCHWAB CHARLES CORP COM Stock 808513105 237 139 141.84 12 300.00 0.0063
2020-08-17 2020-06-30 13F SCHWAB CHARLES CORP COM Stock 808513105 98 0 0.00 3 -25.00 0.0019
2020-05-08 2020-03-31 13F SCHWAB CHARLES CORP COM Stock 808513105 98 98 0.00 4 33.33 0.0027
2020-02-14 2019-12-31 13F THE CHARLES SCHWAB CORPORATION COM Stock 808513105 0 -48 -100.00 0 -100.00
2019-11-08 2019-09-30 13F THE CHARLES SCHWAB CORPORATION COM Stock 808513105 48 -59 -55.14 2 -50.00 0.0014
2019-08-27 2019-06-30 13F THE CHARLES SCHWAB CORPORATION COM Stock 808513105 107 34 46.58 4 33.33 0.0029
2019-05-17 2019-03-31 13F/A-1 THE CHARLES SCHWAB CORPORATION COM Stock 808513105 73 0 0.00 3 0.00 0.0023
2019-05-16 2019-03-31 13F THE CHARLES SCHWAB CORPORATION COM Stock 808513105 73 0 3
2019-02-13 2018-12-31 13F THE CHARLES SCHWAB CORPORATION COM Stock 808513105 73 0 0.00 3 0.00 0.0026
2018-11-13 2018-09-30 13F SCHWAB CHARLES CORP NEW COM Stock 808513105 73 0 0.00 3 -25.00 0.0021
2018-07-31 2018-06-30 13F SCHWAB CHARLES CORP NEW COM Stock 808513105 73 73 4 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.