Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,275,171
+$707,344 QoQ
Shares Held
13,820
+128.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,106
of 2,304 holders
Holding Since
Dec 2021
13 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, 2026MISSION WEALTH MANAGEMENT, LP holds $20,138,635 across 12 Capital Markets names. SCHW ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,953 | $10,066,165 | |
| 2 | MS |
Morgan Stanley
|
17,293 | $3,614,928 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
13,820 | $1,275,171 | |
| 4 | WULF |
Terawulf Inc.
|
51,522 | $1,272,593 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,858 | $771,000 | |
| 6 | IREN |
IREN Ltd
|
15,729 | $719,287 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
6,553 | $657,134 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
7,891 | $494,213 |
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,171 | 13,820 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $567,827 | 6,042 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $542,111 | 5,426 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $731,300 | 7,660 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $608,570 | 6,670 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $537,157 | 6,862 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $462,340 | 6,247 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $422,885 | 6,525 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $462,109 | 6,271 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $520,630 | 7,197 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $205,235 | 2,465 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $201,163 | 2,386 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $200,746 | 2,387 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||