Silicon Valley Capital Partners

Position in SCHW — Schwab Charles Corp

CIK 1673633 SAN JOSE, CA

Position in SCHW

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$11,838,472

+$11,829,181 QoQ

Shares Held

125,968

+135349.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Silicon Valley Capital Partners holds $12,300,969 across 6 Capital Markets names. SCHW ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	125,968	$11,838,472
2	HOOD	Robinhood Markets, Inc.	5,500	$381,150
3	WULF	Terawulf Inc.	2,000	$28,860
4	MS	Morgan Stanley	163	$26,824
5	GS	Goldman Sachs Group Inc	30	$25,379
6	RIOT	Riot Platforms, Inc.	23	$284

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,838,472	125,968	+135349.5%	Shares	Sole	2026-05-19
2025-12-31	$9,291	93	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$8,783	92	-53.3%	Shares	Sole	2025-11-17
2024-12-31	$14,579	197	0.0%	Shares	Sole	2025-01-29
2024-09-30	$12,767	197	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$14,443	196	+0.5%	Shares	Sole	2024-10-30
2024-03-31	$14,106	195	0.0%	Shares	Sole	2024-04-29
2023-12-31	$13,416	195	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$10,650	194	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$10,939	193	—	Shares	Sole	2023-08-14
2023-03-31	$25	0	—	Shares	Sole	2023-05-10
2022-12-31	$40	0	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.