Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,498,786
-$232,032 QoQ
Shares Held
37,919
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#748
of 2,301 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $7,354,970 across 7 Capital Markets names. SCHW ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
37,919 | $3,498,786 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,608 | $1,626,282 | |
| 3 | MS |
Morgan Stanley
|
5,442 | $1,137,595 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,689 | $570,492 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,873 | $250,065 | |
| 6 | IREN |
IREN Ltd
|
3,815 | $174,459 | |
| 7 | NMR |
Nomura Holdings Inc
|
11,081 | $97,291 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,498,786 | 37,919 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,730,818 | 39,698 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,838,642 | 38,421 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,736,982 | 39,143 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,354,731 | 14,848 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,146,488 | 14,646 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,405,227 | 18,987 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,027,432 | 15,853 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,028,049 | 13,951 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $866,994 | 11,985 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,701,285 | 24,728 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $23,058 | 420 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||