Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$95,960
-$1,685 QoQ
Shares Held
1,040
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,021
of 2,296 holders
Holding Since
Mar 2020
8 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, 2026Darwin Wealth Management, LLC holds $273,100 across 8 Capital Markets names. SCHW ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,040 | $95,960 | |
| 2 | GS |
Goldman Sachs Group Inc
|
75 | $75,852 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
816 | $71,024 | |
| 4 | MS |
Morgan Stanley
|
92 | $19,231 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
376 | $10,279 | |
| 6 | PJT |
PJT Partners Inc.
|
5 | $754 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
0 | $0 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
0 | $0 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,960 | 1,040 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $97,645 | 1,039 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $103,806 | 1,039 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $99,193 | 1,039 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $94,798 | 1,039 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $81,332 | 1,039 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $76,896 | 1,039 | Shares | Sole | 2025-09-02 | |
| 2020-03-31 | $14,354 | 427 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||