SeaCrest Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1728121 PURCHASE, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$294,618

-$462,954 QoQ

Shares Held

3,193

-60.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,759

of 2,303 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $2,767,962 across 5 Capital Markets names. SCHW ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	897	$907,198
2	MS	Morgan Stanley	3,700	$773,448
3	HOOD	Robinhood Markets, Inc.	5,480	$549,534
4	SCHW	Schwab Charles Corp This page	3,193	$294,618
5	PJT	PJT Partners Inc.	1,611	$243,164

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,618	3,193	-60.4%	Shares	Sole	2026-07-09
2026-03-31	$757,572	8,061	-6.8%	Shares	Sole	2026-04-15
2025-12-31	$864,221	8,650	-10.1%	Shares	Sole	2026-01-12
2025-09-30	$918,230	9,618	+5.6%	Shares	Sole	2025-11-13
2025-06-30	$831,013	9,108	-20.5%	Shares	Sole	2025-07-11
2025-03-31	$896,540	11,453	-2.6%	Shares	Sole	2025-04-11
2024-12-31	$870,357	11,760	-13.2%	Shares	Sole	2025-01-14
2024-09-30	$878,045	13,548	-19.4%	Shares	Sole	2024-10-16
2024-06-30	$1,237,918	16,799	+6.0%	Shares	Sole	2024-07-22
2024-03-31	$1,146,950	15,855	+1.3%	Shares	Sole	2024-04-18
2023-12-31	$1,077,201	15,657	-5.3%	Shares	Sole	2024-01-18
2023-09-30	$907,497	16,530	+8.5%	Shares	Sole	2023-10-12
2023-06-30	$863,576	15,236	+12.0%	Shares	Sole	2023-07-14
2023-03-31	$712,525	13,603	+69.1%	Shares	Sole	2023-05-12
2022-12-31	$669,743	8,044	+3.6%	Shares	Sole	2023-02-14
2022-09-30	$557,783	7,761	+15.0%	Shares	Sole	2022-11-15
2022-06-30	$426,528	6,751	+29.8%	Shares	Sole	2022-08-09
2022-03-31	$438,412	5,200	+15.9%	Shares	Sole	2022-05-16
2021-12-31	$377,188	4,485	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$328,508	4,510	+3.2%	Shares	Sole	2021-11-16
2021-06-30	$318,106	4,369	+10.4%	Shares	Sole	2021-08-12
2021-03-31	$258,047	3,959	-73.3%	Shares	Sole	2021-05-17
2020-12-31	$785,681	14,813	+5.5%	Shares	Sole	2021-02-09
2020-09-30	$508,850	14,045	+2.1%	Shares	Sole	2020-11-12
2020-06-30	$464,194	13,758	—	Shares	Sole	2020-07-27
No filing history on record for this holder in this stock.