Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,124
-$2,306 QoQ
Shares Held
359
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,118
of 2,303 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $7,241,110 across 25 Capital Markets names. SCHW ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,591 | $6,665,939 | |
| 2 | MS |
Morgan Stanley
|
1,055 | $220,537 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,929 | $193,440 | |
| 4 | IREN |
IREN Ltd
|
1,008 | $46,095 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
359 | $33,124 | |
| 6 | PIPR |
Piper Sandler Companies
|
320 | $23,148 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
727 | $19,876 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
68 | $9,120 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,124 | 359 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,430 | 377 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $37,666 | 377 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $43,056 | 451 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,744 | 326 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $23,640 | 302 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $20,426 | 276 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,887 | 276 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $21,664 | 294 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $48,829 | 675 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $46,440 | 675 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $37,057 | 675 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $95,392 | 1,683 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $76,370 | 1,458 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,581 | 19 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $10,740 | 170 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,332 | 170 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $49,955 | 594 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $45,306 | 622 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $14,416 | 198 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,339 | 220 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $16,071 | 303 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $9,963 | 275 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $9,278 | 275 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,245 | 275 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||