Skip to main content

Stratos Wealth Partners, LTD.

Position in SCHW — Schwab Charles Corp

CIK 1612865 BEACHWOOD, OH

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, 2026

Stratos 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
3 SCHW
Schwab Charles Corp
This page
50,809 $4,688,146

All Filings in SCHW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,688,146 50,809
2026-03-31 $5,578,088 59,354
2025-12-31 $5,466,975 54,719
2025-09-30 $4,570,530 47,874
2025-06-30 $3,523,323 38,616
2025-03-31 $2,981,920 38,093
2024-12-31 $3,203,152 43,280
2024-09-30 $2,914,764 44,974
2024-06-30 $3,800,635 51,576
2024-03-31 $3,656,063 50,540
2023-12-31 $3,583,929 52,092
2023-09-30 $2,954,827 53,822
2023-06-30 $2,647,239 46,705
2023-03-31 $1,849,485 35,309
2022-12-31 $2,552,668 30,659
2022-09-30 $2,300,630 32,011
2022-06-30 $2,069,713 32,759
2022-03-31 $2,823,626 33,491
2021-12-31 $2,627,536 31,243
2021-09-30 $2,080,091 28,557
2021-06-30 $2,502,042 34,364
2021-03-31 $2,135,948 32,770
2020-12-31 $1,871,516 35,285
2020-09-30 $1,156,461 31,920
2020-06-30 $770,284 22,830
2020-03-31 $700,539 20,837