Dynasty Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1727599
ST. PETERSBURG, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,497,080
-$359,494 QoQ
Shares Held
16,225
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,041
of 2,304 holders
Holding Since
Mar 2024
8 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, 2026Dynasty Wealth Management, LLC holds $11,564,932 across 7 Capital Markets names. SCHW ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,058 | $3,565,804 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,911 | $2,944,098 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
6,598 | $1,858,524 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
16,225 | $1,497,080 | |
| 5 | NMR |
Nomura Holdings Inc
|
93,798 | $823,546 | |
| 6 | FUTU |
Futu Holdings Ltd
|
5,250 | $492,135 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,861 | $383,745 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,080 | 16,225 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,856,574 | 19,755 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,004,494 | 20,063 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,698,029 | 17,786 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $811,579 | 8,895 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $835,012 | 10,667 | Shares | Sole | 2025-05-02 | |
| 2024-06-30 | $858,783 | 11,654 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $846,522 | 11,702 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||