Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$542,178
-$3,375 QoQ
Shares Held
5,876
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,468
of 2,304 holders
Holding Since
Sep 2020
24 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, 2026WESPAC Advisors SoCal, LLC holds $12,820,938 across 4 Capital Markets names. SCHW ranks #4 (4.2% of the industry book) .
All Filings in SCHW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,178 | 5,876 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $545,553 | 5,805 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $579,977 | 5,805 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $554,203 | 5,805 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $529,648 | 5,805 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $454,415 | 5,805 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $429,628 | 5,805 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $376,222 | 5,805 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $427,770 | 5,805 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $419,933 | 5,805 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $399,384 | 5,805 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $318,694 | 5,805 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $295,019 | 5,205 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $272,637 | 5,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $433,368 | 5,205 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $392,050 | 5,455 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $792,150 | 12,538 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,064,413 | 12,625 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $437,740 | 5,205 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $379,132 | 5,205 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $378,976 | 5,205 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $339,261 | 5,205 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $276,073 | 5,205 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $192,816 | 5,322 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||