Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$504,901
+$6,807 QoQ
Shares Held
5,472
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,503
of 2,303 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $14,550,816 across 7 Capital Markets names. SCHW ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,001 | $5,017,169 | |
| 2 | IREN |
IREN Ltd
|
90,391 | $4,133,580 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,909 | $2,942,075 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,168 | $1,019,647 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
19,218 | $526,188 | |
| 6 | SCHW |
Schwab Charles Corp
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|
5,472 | $504,901 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
14,896 | $407,256 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,901 | 5,472 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $498,094 | 5,300 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $651,513 | 6,521 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $490,238 | 5,135 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $462,495 | 5,069 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $484,709 | 6,192 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $448,204 | 6,056 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $636,110 | 9,815 | Shares | Sole | 2024-11-12 | |
| 2023-12-31 | $671,625 | 9,762 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $739,503 | 13,470 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $364,792 | 6,436 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $414,634 | 4,980 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $697,642 | 9,707 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $608,928 | 9,638 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||