BSW Wealth Partners

Position in SCHW — Schwab Charles Corp

CIK 1512601 BOULDER, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$502,963

+$138,603 QoQ

Shares Held

5,451

+40.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,507

of 2,304 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $3,735,734 across 4 Capital Markets names. SCHW ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,469	$1,485,702
2	MS	Morgan Stanley	4,798	$1,002,973
3	NMR	Nomura Holdings Inc	84,749	$744,096
4	SCHW	Schwab Charles Corp This page	5,451	$502,963

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,963	5,451	+40.6%	Shares	Sole	2026-07-15
2026-03-31	$364,360	3,877	-39.8%	Shares	Sole	2026-04-14
2025-12-31	$643,919	6,445	+3.0%	Shares	Sole	2026-01-23
2025-09-30	$597,451	6,258	+15.4%	Shares	Sole	2025-10-15
2025-06-30	$494,977	5,425	+4.6%	Shares	Sole	2025-07-18
2025-03-31	$405,881	5,185	-19.0%	Shares	Sole	2025-04-24
2024-12-31	$473,738	6,401	+9.5%	Shares	Sole	2025-01-22
2024-09-30	$378,944	5,847	+29.8%	Shares	Sole	2024-10-29
2024-06-30	$331,826	4,503	-0.1%	Shares	Sole	2024-07-16
2024-03-31	$326,181	4,509	-4.3%	Shares	Sole	2024-04-23
2023-12-31	$324,254	4,713	+10.9%	Shares	Sole	2024-01-25
2023-09-30	$233,325	4,250	-15.8%	Shares	Sole	2023-10-27
2023-06-30	$286,063	5,047	+4.0%	Shares	Sole	2023-08-11
2023-03-31	$254,147	4,852	-23.9%	Shares	Sole	2023-05-15
2022-12-31	$530,949	6,377	-4.4%	Shares	Sole	2023-02-14
2022-09-30	$479,372	6,670	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$431,645	6,832	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$551,640	6,543	+3.2%	Shares	Sole	2022-05-16
2021-12-31	$533,278	6,341	+4.0%	Shares	Sole	2022-02-14
2021-09-30	$444,324	6,100	+17.9%	Shares	Sole	2021-11-15
2021-06-30	$376,718	5,174	+21.9%	Shares	Sole	2021-08-16
2021-03-31	$276,623	4,244	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.