Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$242,762
-$5,157 QoQ
Shares Held
2,631
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,861
of 2,304 holders
Holding Since
Mar 2020
14 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, 2026TRUE Private Wealth Advisors holds $7,200,538 across 3 Capital Markets names. SCHW ranks #3 (3.4% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,762 | 2,631 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $247,919 | 2,638 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,161 | 2,654 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $252,709 | 2,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $254,650 | 2,791 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $215,504 | 2,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $222,992 | 3,013 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $227,259 | 3,084 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $223,385 | 3,088 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $208,670 | 3,033 | Shares | Sole | 2024-01-30 | |
| 2020-12-31 | $10,926 | 206 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $7,463 | 206 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,950 | 206 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $6,925 | 206 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||