BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in SCHW — Schwab Charles Corp
CIK 1352860
BLUE BELL, PA
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$19,838
-$2,341 QoQ
Shares Held
215
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,162
of 2,304 holders
Holding Since
Dec 2021
19 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, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $717,593 across 10 Capital Markets names. SCHW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,197 | $459,260 | |
| 2 | GS |
Goldman Sachs Group Inc
|
193 | $195,194 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
215 | $19,838 | |
| 4 | HIVE |
HIVE Digital Technologies Ltd.
|
4,508 | $16,409 | |
| 5 | HUT |
Hut 8 Corp.
|
83 | $9,581 | |
| 6 | SNEX |
StoneX Group Inc.
|
120 | $9,480 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
84 | $2,299 | |
| 8 | PJT |
PJT Partners Inc.
|
13 | $1,962 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,838 | 215 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,179 | 236 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,280 | 213 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,335 | 213 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,499 | 137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,366 | 43 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,182 | 43 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,296 | 20 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $19,822 | 269 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $19,459 | 269 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,300 | 266 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,623 | 66 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,740 | 66 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,933 | 56 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,829 | 46 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,306 | 46 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,906 | 46 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,878 | 46 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,868 | 46 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||