Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$743,326
-$15,468 QoQ
Shares Held
8,056
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,337
of 2,301 holders
Holding Since
Mar 2021
21 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, 2026IHT Wealth Management, LLC holds $11,887,685 across 10 Capital Markets names. SCHW ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,463 | $6,536,484 | |
| 2 | MS |
Morgan Stanley
|
9,521 | $1,990,269 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
8,056 | $743,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,004 | $702,360 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
2,207 | $621,667 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,865 | $423,449 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
5,898 | $351,343 | |
| 8 | CLSK |
Cleanspark, Inc.
|
17,950 | $261,172 |
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,326 | 8,056 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $758,794 | 8,074 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $722,449 | 7,231 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $714,879 | 7,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $657,201 | 7,203 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $575,827 | 7,356 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $556,111 | 7,514 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $486,139 | 7,501 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $589,667 | 8,002 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $606,498 | 8,384 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $562,646 | 8,178 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $441,945 | 8,050 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $725,050 | 12,792 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $420,820 | 8,034 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $300,235 | 3,606 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $282,736 | 3,934 | Shares | Sole | 2022-11-22 | |
| 2022-03-31 | $203,608 | 2,415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $214,202 | 2,547 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $525,904 | 7,220 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $327,936 | 4,504 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $217,505 | 3,337 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||