Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,688,146
-$889,942 QoQ
Shares Held
50,809
-14.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#665
of 2,312 holders
Holding Since
Mar 2020
26 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, 2026Stratos Wealth Partners, LTD. holds $32,181,441 across 14 Capital Markets names. SCHW ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,384 | $12,524,806 | |
| 2 | MS |
Morgan Stanley
|
27,390 | $5,725,605 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
50,809 | $4,688,146 | |
| 4 | MARA |
MARA Holdings, Inc.
|
216,603 | $3,008,615 | |
| 5 | HUT |
Hut 8 Corp.
|
13,294 | $1,534,725 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,764 | $1,480,533 | |
| 7 | WULF |
Terawulf Inc.
|
29,763 | $735,146 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
2,089 | $588,429 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,688,146 | 50,809 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,578,088 | 59,354 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,466,975 | 54,719 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,570,530 | 47,874 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,523,323 | 38,616 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,981,920 | 38,093 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,203,152 | 43,280 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,914,764 | 44,974 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,800,635 | 51,576 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,656,063 | 50,540 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,583,929 | 52,092 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,954,827 | 53,822 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,647,239 | 46,705 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,849,485 | 35,309 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,552,668 | 30,659 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,300,630 | 32,011 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,069,713 | 32,759 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,823,626 | 33,491 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,627,536 | 31,243 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,080,091 | 28,557 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,502,042 | 34,364 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $2,135,948 | 32,770 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,871,516 | 35,285 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,156,461 | 31,920 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $770,284 | 22,830 | 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. | ||||||