Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$258,725
-$4,137 QoQ
Shares Held
2,804
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,823
of 2,303 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FAS Wealth Partners, Inc. holds $7,789,206 across 3 Capital Markets names. SCHW ranks #3 (3.3% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,725 | 2,804 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $262,862 | 2,797 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $261,164 | 2,614 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $249,749 | 2,616 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $237,497 | 2,603 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $203,371 | 2,598 | Shares | Sole | 2025-05-05 | |
| 2024-03-31 | $432,014 | 5,972 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $604,201 | 8,782 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $492,672 | 8,974 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $525,196 | 9,266 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $458,744 | 8,758 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||