Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$47,519
-$880 QoQ
Shares Held
515
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,086
of 2,304 holders
Holding Since
Mar 2022
12 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, 2026NVWM, LLC holds $6,698,429 across 9 Capital Markets names. SCHW ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,179 | $2,963,977 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
19,344 | $1,939,816 | |
| 3 | GS |
Goldman Sachs Group Inc
|
803 | $812,129 | |
| 4 | IREN |
IREN Ltd
|
16,885 | $772,150 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,810 | $157,542 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
515 | $47,519 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
300 | $3,993 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
12 | $751 |
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,519 | 515 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $48,399 | 515 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $51,453 | 515 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $49,167 | 515 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,368 | 15 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $626 | 8 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $592 | 8 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $518 | 8 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $589 | 8 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $578 | 8 | Shares | Sole | 2024-05-07 | |
| 2022-06-30 | $70,761 | 1,120 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $94,511 | 1,121 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||