Gerber Kawasaki Wealth & Investment Management

Position in SCHW — Schwab Charles Corp

CIK 1666736 SANTA MONICA, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$244,607

-$199,168 QoQ

Shares Held

2,651

-50.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,855

of 2,304 holders

Holding Since

Sep 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gerber Kawasaki Wealth & Investment Management holds $3,730,367 across 5 Capital Markets names. SCHW ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	7,769	$2,188,371
2	GS	Goldman Sachs Group Inc	642	$649,299
3	MS	Morgan Stanley	1,819	$380,243
4	HOOD	Robinhood Markets, Inc.	2,671	$267,847
5	SCHW	Schwab Charles Corp This page	2,651	$244,607

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,607	2,651	-50.3%	Shares	Sole	2026-08-07
2022-12-31	$443,775	5,330	-19.9%	Shares	Sole	2023-02-08
2022-09-30	$478,366	6,656	-38.7%	Shares	Sole	2022-11-15
2022-06-30	$686,134	10,860	-60.8%	Shares	Sole	2022-08-04
2022-03-31	$2,338,252	27,734	+1009.4%	Shares	Sole	2022-05-12
2021-12-31	$210,250	2,500	+228.5%	Shares	Sole	2022-02-11
2021-09-30	$55,431	761	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.