Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,685,712
-$1,727,912 QoQ
Shares Held
213,349
-6.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#362
of 2,304 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $35,571,627 across 4 Capital Markets names. SCHW ranks #1 (55.3% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,685,712 | 213,349 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,413,624 | 227,853 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,782,676 | 228,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,587,578 | 184,221 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,812,328 | 195,225 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,719,796 | 200,815 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,582,359 | 210,544 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,806,084 | 213,024 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $21,119,847 | 286,604 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,502,268 | 297,239 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $21,947,612 | 319,006 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,473,577 | 63,271 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,596,912 | 63,460 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||