Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$554,542
-$785 QoQ
Shares Held
6,010
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,458
of 2,304 holders
Holding Since
Mar 2022
16 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $1,206,955 across 2 Capital Markets names. SCHW ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,121 | $652,413 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
6,010 | $554,542 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,542 | 6,010 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $555,327 | 5,909 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $570,286 | 5,708 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $554,394 | 5,807 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $639,409 | 7,008 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $540,601 | 6,906 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $511,039 | 6,905 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $447,383 | 6,903 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $471,763 | 6,402 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $448,508 | 6,200 | Shares | Other | 2024-05-15 | |
| 2023-06-30 | $277,732 | 4,900 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $225,234 | 4,300 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $341,366 | 4,100 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $273,106 | 3,800 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $221,130 | 3,500 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $269,792 | 3,200 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||