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Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in SCHW — Schwab Charles Corp

CIK 1649451 AUSTIN, TX
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$4,042,533
+$104,208 QoQ
Shares Held
43,812
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#703
of 2,314 holders
Holding Since
Sep 2020
24 quarters on record

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $80,165,076 across 14 Capital Markets names. SCHW ranks #4 (5.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 32,513 $32,882,672
2 MS
Morgan Stanley
 150,080 $31,372,723
3 HOOD
Robinhood Markets, Inc.
 51,921 $5,206,637
4 SCHW
Schwab Charles Corp
This page 		43,812 $4,042,533
5 BMNR
Bitmine Immersion Technologies, Inc.
 120,109 $1,598,650
6 IBKR
Interactive Brokers Group, Inc.
 17,905 $1,558,451
7 IREN
IREN Ltd
 25,127 $1,149,057
8 EVR
Evercore Inc.
 1,913 $653,174

All Filings in SCHW

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,042,533 43,812
2026-03-31 $3,938,325 41,906
2025-12-31 $950,244 9,511
2025-09-30 $908,969 9,521
2025-06-30 $862,674 9,455
2025-03-31 $793,446 10,136
2024-12-31 $696,804 9,415
2024-09-30 $566,115 8,735
2024-06-30 $783,545 10,633
2024-03-31 $725,063 10,023
2023-12-31 $852,982 12,398
2023-09-30 $570,520 10,392
2023-06-30 $619,172 10,924
2023-03-31 $609,650 11,639
2022-12-31 $767,657 9,220
2022-09-30 $630,802 8,777
2022-06-30 $666,801 10,554
2022-03-31 $916,702 10,873
2021-12-31 $791,212 9,408
2021-09-30 $652,355 8,956
2021-06-30 $590,125 8,105
2021-03-31 $695,926 10,677
2020-12-31 $453,120 8,543
2020-09-30 $249,045 6,874