Wealthcare Advisory Partners LLC

Position in SCHW — Schwab Charles Corp

CIK 1683059 WEST CHESTER, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$907,475

+$53,103 QoQ

Shares Held

9,835

+8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,262

of 2,304 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $7,381,163 across 4 Capital Markets names. SCHW ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,613	$2,642,709
2	MS	Morgan Stanley	11,043	$2,308,428
3	HOOD	Robinhood Markets, Inc.	15,183	$1,522,551
4	SCHW	Schwab Charles Corp This page	9,835	$907,475

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$907,475	9,835	+8.2%	Shares	Sole	2026-07-09
2026-03-31	$854,372	9,091	+5.0%	Shares	Sole	2026-04-14
2025-12-31	$865,320	8,661	+2.2%	Shares	Sole	2026-01-14
2025-09-30	$808,917	8,473	+0.9%	Shares	Sole	2025-11-07
2025-06-30	$766,233	8,398	-1.4%	Shares	Sole	2025-07-22
2025-03-31	$666,632	8,516	-11.2%	Shares	Sole	2025-04-15
2024-12-31	$709,755	9,590	-4.6%	Shares	Sole	2025-01-15
2024-09-30	$651,210	10,048	-23.1%	Shares	Sole	2024-11-04
2024-06-30	$963,349	13,073	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$949,607	13,127	+0.7%	Shares	Sole	2024-04-15
2023-12-31	$896,876	13,036	-27.9%	Shares	Sole	2024-02-06
2023-09-30	$992,317	18,075	-7.1%	Shares	Sole	2023-10-12
2023-06-30	$1,102,936	19,459	+17.0%	Shares	Sole	2023-07-17
2023-03-31	$871,236	16,633	+186.3%	Shares	Sole	2023-05-04
2022-12-31	$483,657	5,809	+2.1%	Shares	Sole	2023-02-13
2022-09-30	$409,012	5,691	+16.4%	Shares	Sole	2022-11-14
2022-06-30	$308,823	4,888	-2.7%	Shares	Sole	2022-08-15
2022-03-31	$423,489	5,023	+8.2%	Shares	Sole	2022-04-15
2021-12-31	$390,308	4,641	-0.3%	Shares	Sole	2022-02-11
2021-09-30	$338,997	4,654	+3.2%	Shares	Sole	2021-11-15
2021-06-30	$328,300	4,509	+0.7%	Shares	Sole	2021-08-16
2021-03-31	$291,941	4,479	+1005.9%	Shares	Sole	2021-04-30
2020-03-31	$13,616	405	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.