Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$383,012
-$24,297 QoQ
Shares Held
4,151
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,621
of 2,303 holders
Holding Since
Sep 2021
20 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, 2026Avantax Planning Partners, Inc. holds $1,368,340 across 4 Capital Markets names. SCHW ranks #2 (28.0% of the industry book) .
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,012 | 4,151 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $407,309 | 4,334 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $484,563 | 4,850 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $426,846 | 4,471 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $429,375 | 4,706 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $361,262 | 4,615 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $391,734 | 5,293 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $360,926 | 5,569 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $488,122 | 6,624 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $539,584 | 7,459 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $352,462 | 5,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $303,267 | 5,524 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $313,553 | 5,532 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $404,583 | 7,724 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $418,548 | 5,027 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $261,534 | 3,639 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $249,245 | 3,945 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $311,188 | 3,691 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $292,163 | 3,474 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $241,537 | 3,316 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||