Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,530,616
-$1,205,764 QoQ
Shares Held
81,615
-12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#557
of 2,304 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,847,729 across 2 Capital Markets names. SCHW ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
81,615 | $7,530,616 | |
| 2 | MS |
Morgan Stanley
|
1,517 | $317,113 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,530,616 | 81,615 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,736,380 | 92,960 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,504,338 | 95,129 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $9,285,985 | 97,266 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,987,961 | 98,509 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,974,227 | 101,868 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,685,050 | 103,838 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,338,565 | 113,232 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $8,950,387 | 121,460 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,040,908 | 124,978 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,865,086 | 128,853 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $7,233,733 | 131,762 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,397,646 | 130,516 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $6,998,963 | 133,619 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,132,277 | 133,705 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||