Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,656,984
+$77,369 QoQ
Shares Held
17,958
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#992
of 2,303 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $8,065,179 across 5 Capital Markets names. SCHW ranks #2 (20.5% of the industry book) .
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,656,984 | 17,958 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,579,615 | 16,808 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $598,161 | 5,987 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $571,292 | 5,984 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $493,973 | 5,414 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $425,764 | 5,439 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $391,142 | 5,285 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $323,142 | 4,986 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $361,375 | 4,904 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $614,207 | 11,726 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||