Garrett Wealth Advisory Group, LLC
Position in SCHW — Schwab Charles Corp
CIK 1729443
WEATHERFORD, TX
Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$351,733
+$154 QoQ
Shares Held
3,812
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,661
of 2,303 holders
Holding Since
Dec 2021
8 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, 2026Garrett Wealth Advisory Group, LLC holds $2,280,882 across 4 Capital Markets names. SCHW ranks #3 (15.4% of the industry book) .
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,733 | 3,812 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $351,579 | 3,741 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $252,372 | 2,526 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $241,157 | 2,526 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $230,472 | 2,526 | Shares | Sole | 2025-08-12 | |
| 2022-12-31 | $206,568 | 2,481 | Shares | Sole | 2023-02-02 | |
| 2022-03-31 | $209,173 | 2,481 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $208,652 | 2,481 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||