Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$274,872
-$24,172 QoQ
Shares Held
2,979
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,796
of 2,304 holders
Holding Since
Mar 2020
11 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, 2026CFO4Life Group, LLC holds $1,213,016 across 4 Capital Markets names. SCHW ranks #2 (22.7% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,872 | 2,979 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $299,044 | 3,182 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $382,355 | 3,827 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $383,216 | 4,014 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $381,383 | 4,180 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $344,118 | 4,396 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $392,623 | 5,305 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $361,380 | 5,576 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $331,899 | 4,504 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $320,610 | 4,432 | Shares | Sole | 2024-05-06 | |
| 2020-03-31 | $237,054 | 7,051 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||