Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$418,998
-$41,034 QoQ
Shares Held
4,541
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,584
of 2,304 holders
Holding Since
Sep 2023
11 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, 2026LexAurum Advisors, LLC holds $1,392,073 across 4 Capital Markets names. SCHW ranks #2 (30.1% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,998 | 4,541 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $460,032 | 4,895 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $412,812 | 4,324 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $416,510 | 4,565 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,079,402 | 13,789 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,100,972 | 14,876 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $873,120 | 13,472 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $894,743 | 12,142 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $741,557 | 10,251 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $705,888 | 10,260 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $570,465 | 10,391 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||