Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,866,529
-$1,425,308 QoQ
Shares Held
20,229
-42.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#961
of 2,309 holders
Holding Since
Jun 2023
12 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, 2026Strategic Wealth Partners, Ltd. holds $19,373,091 across 14 Capital Markets names. SCHW ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,546 | $14,711,388 | |
| 2 | MS |
Morgan Stanley
|
11,803 | $2,467,299 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
20,229 | $1,866,529 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,172 | $102,010 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
1,559 | $77,918 | |
| 6 | LAZ |
Lazard, Inc.
|
1,733 | $72,682 | |
| 7 | MARA |
MARA Holdings, Inc.
|
1,539 | $21,376 | |
| 8 | WULF |
Terawulf Inc.
|
857 | $21,167 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,866,529 | 20,229 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,291,837 | 35,027 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,896,990 | 28,996 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,360,495 | 24,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,302,715 | 25,238 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $1,847,511 | 24,963 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,520,831 | 23,466 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,405,087 | 73,349 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,266,528 | 17,508 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,609,300 | 23,391 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $1,075,655 | 19,593 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $1,150,037 | 20,290 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||