Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,339,852
-$24,831 QoQ
Shares Held
14,521
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,089
of 2,309 holders
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $3,615,466 across 4 Capital Markets names. SCHW ranks #2 (37.1% of the industry book) .
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,339,852 | 14,521 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,364,683 | 14,521 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,440,002 | 14,413 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,463,077 | 15,325 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,398,253 | 15,325 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $623,813 | 7,969 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $568,840 | 7,686 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $498,129 | 7,686 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $566,381 | 7,686 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $855,782 | 11,830 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $528,796 | 7,686 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $416,471 | 7,586 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $429,010 | 7,569 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,569,619 | 29,966 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $2,212,801 | 26,577 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $1,910,088 | 26,577 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,314,144 | 20,800 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,540,344 | 30,131 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,214,824 | 14,445 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $472,221 | 6,483 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $496,418 | 6,818 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $444,332 | 6,817 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $361,467 | 6,815 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $246,834 | 6,813 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $229,769 | 6,810 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $208,612 | 6,205 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||