Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$492,352
-$39,949 QoQ
Shares Held
5,336
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,516
of 2,304 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $4,767,139 across 4 Capital Markets names. SCHW ranks #3 (10.3% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,352 | 5,336 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $532,301 | 5,664 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $492,655 | 4,931 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $456,919 | 4,786 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $421,892 | 4,624 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $356,721 | 4,557 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $252,521 | 3,412 | Shares | Other | 2025-01-15 | |
| 2024-06-30 | $245,240 | 3,328 | Shares | Other | 2024-07-23 | |
| 2023-12-31 | $232,681 | 3,382 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $313,224 | 3,762 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||