Ascent Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1546865 NEW HARTFORD, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,451,798

+$43,561 QoQ

Shares Held

26,572

+3.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#866

of 2,304 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $12,003,874 across 5 Capital Markets names. SCHW ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,728	$7,815,867
2	SCHW	Schwab Charles Corp This page	26,572	$2,451,798
3	IREN	IREN Ltd	15,462	$707,077
4	HOOD	Robinhood Markets, Inc.	5,390	$540,509
5	RIOT	Riot Platforms, Inc.	17,846	$488,623

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,451,798	26,572	+3.7%	Shares	Sole	2026-07-31
2026-03-31	$2,408,237	25,625	+5.7%	Shares	Sole	2026-05-06
2025-12-31	$2,422,617	24,248	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$2,311,042	24,207	+0.8%	Shares	Sole	2025-10-21
2025-06-30	$2,190,946	24,013	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$1,866,430	23,843	+1.3%	Shares	Sole	2025-05-02
2024-12-31	$1,741,529	23,531	-0.2%	Shares	Sole	2025-02-04
2024-09-30	$1,528,154	23,579	+0.9%	Shares	Sole	2024-10-31
2024-06-30	$1,721,472	23,361	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$1,678,070	23,197	+17.3%	Shares	Sole	2024-05-01
2023-12-31	$1,360,657	19,777	+3.2%	Shares	Sole	2024-01-22
2023-09-30	$1,052,378	19,169	-0.6%	Shares	Sole	2023-10-20
2023-06-30	$1,092,620	19,277	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.