Cranbrook Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1599084
Bloomfield Hills, MI
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$112,569
-$31,690 QoQ
Shares Held
1,220
-20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,005
of 2,304 holders
Holding Since
Jun 2024
9 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, 2026Cranbrook Wealth Management, LLC holds $624,966 across 5 Capital Markets names. SCHW ranks #3 (18.0% of the industry book) .
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,569 | 1,220 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $144,259 | 1,535 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $153,361 | 1,535 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $36,278 | 380 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $34,671 | 380 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $35,304 | 451 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $128,777 | 1,740 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $88,141 | 1,360 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $238,018 | 3,230 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||