Stratos Wealth Partners, LTD.

Position in SCHW — Schwab Charles Corp

CIK 1612865 BEACHWOOD, OH

Position in SCHW

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,578,088

+$111,113 QoQ

Shares Held

59,354

+8.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Stratos Wealth Partners, LTD. holds $61,783,395 across 12 Capital Markets names. SCHW ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NAKA	Nakamoto Inc.	4,473,285	$39,543,839
2	GS	Goldman Sachs Group Inc	9,722	$8,224,714
3	SCHW	Schwab Charles Corp This page	59,354	$5,578,088
4	MS	Morgan Stanley	27,006	$4,444,377
5	HOOD	Robinhood Markets, Inc.	19,668	$1,362,992
6	LPLA	LPL Financial Holdings Inc.	2,085	$627,230
7	HUT	Hut 8 Corp.	11,949	$560,527
8	SF	Stifel Financial Corp	6,541	$483,510

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,578,088	59,354	+8.5%	Shares	Sole	2026-04-28
2025-12-31	$5,466,975	54,719	+14.3%	Shares	Sole	2026-01-20
2025-09-30	$4,570,530	47,874	+24.0%	Shares	Sole	2025-11-06
2025-06-30	$3,523,323	38,616	+1.4%	Shares	Sole	2025-07-29
2025-03-31	$2,981,920	38,093	-12.0%	Shares	Sole	2025-04-30
2024-12-31	$3,203,152	43,280	-3.8%	Shares	Sole	2025-01-27
2024-09-30	$2,914,764	44,974	-12.8%	Shares	Sole	2024-10-17
2024-06-30	$3,800,635	51,576	+2.0%	Shares	Sole	2024-07-24
2024-03-31	$3,656,063	50,540	-3.0%	Shares	Sole	2024-04-16
2023-12-31	$3,583,929	52,092	-3.2%	Shares	Sole	2024-01-24
2023-09-30	$2,954,827	53,822	+15.2%	Shares	Sole	2023-10-24
2023-06-30	$2,647,239	46,705	+32.3%	Shares	Sole	2023-07-18
2023-03-31	$1,849,485	35,309	+15.2%	Shares	Sole	2023-04-27
2022-12-31	$2,552,668	30,659	-4.2%	Shares	Sole	2023-01-19
2022-09-30	$2,300,630	32,011	-2.3%	Shares	Sole	2022-10-24
2022-06-30	$2,069,713	32,759	-2.2%	Shares	Sole	2022-07-22
2022-03-31	$2,823,626	33,491	+7.2%	Shares	Sole	2022-04-26
2021-12-31	$2,627,536	31,243	+9.4%	Shares	Sole	2022-01-14
2021-09-30	$2,080,091	28,557	-16.9%	Shares	Sole	2021-10-19
2021-06-30	$2,502,042	34,364	+4.9%	Shares	Sole	2021-07-19
2021-03-31	$2,135,948	32,770	-7.1%	Shares	Sole	2021-04-27
2020-12-31	$1,871,516	35,285	+10.5%	Shares	Sole	2021-01-29
2020-09-30	$1,156,461	31,920	+39.8%	Shares	Sole	2020-10-29
2020-06-30	$770,284	22,830	+9.6%	Shares	Sole	2020-07-28
2020-03-31	$700,539	20,837	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.