Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,339
+$2,634 QoQ
Shares Held
383
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,115
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $319,964 across 24 Capital Markets names. SCHW ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
229 | $231,603 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
383 | $35,339 | |
| 3 | MS |
Morgan Stanley
|
143 | $29,892 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
38 | $3,307 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8 | $2,253 | |
| 7 | GOLD |
Gold.com, Inc.
|
53 | $2,205 | |
| 8 | NMR |
Nomura Holdings Inc
|
250 | $2,195 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,339 | 383 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,705 | 348 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $34,069 | 341 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $29,882 | 313 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $25,638 | 281 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $26,380 | 337 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $24,941 | 337 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $18,794 | 290 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $233,892 | 3,174 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $229,607 | 3,174 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $22,084 | 321 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $17,622 | 321 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $18,194 | 321 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $16,813 | 321 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $23,645 | 284 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $19,189 | 267 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $16,869 | 267 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $22,510 | 267 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $22,454 | 267 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $19,448 | 267 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $16,382 | 225 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $14,665 | 225 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $10,501 | 198 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $5,796 | 160 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $4,824 | 143 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $4,639 | 138 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||