180 WEALTH ADVISORS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1730817 FEDERAL WAY, WA

Position in SCHW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$4,124,284

+$1,100 QoQ

Shares Held

44,698

+1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#695

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Financial Services · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $7,920,318 across 5 Capital Markets names. SCHW ranks #1 (52.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	44,698	$4,124,284
2	GS	Goldman Sachs Group Inc	2,511	$2,539,550
3	IBKR	Interactive Brokers Group, Inc.	6,345	$552,268
4	MS	Morgan Stanley	1,768	$369,582
5	HOOD	Robinhood Markets, Inc.	3,337	$334,634

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,124,284	44,698	+1.9%	Shares	Sole	2026-07-07
2026-03-31	$4,123,184	43,873	+0.7%	Shares	Sole	2026-05-01
2025-12-31	$4,352,379	43,563	+0.2%	Shares	Sole	2026-01-09
2025-09-30	$4,151,035	43,480	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$3,989,742	43,728	+2.0%	Shares	Sole	2025-07-31
2025-03-31	$3,355,863	42,870	+1.9%	Shares	Sole	2025-04-09
2024-12-31	$3,115,080	42,090	+3.2%	Shares	Sole	2025-01-14
2024-09-30	$2,642,692	40,776	+4.2%	Shares	Sole	2024-11-01
2024-06-30	$2,884,595	39,145	+9.7%	Shares	Sole	2024-07-16
2024-03-31	$2,582,031	35,693	+10.7%	Shares	Sole	2024-04-16
2023-12-31	$2,218,112	32,240	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$1,768,548	32,214	+6.1%	Shares	Sole	2023-11-01
2023-06-30	$1,721,428	30,371	+4.6%	Shares	Sole	2023-07-12
2023-03-31	$1,521,010	29,038	+0.0%	Shares	Sole	2023-04-07
2022-12-31	$2,417,121	29,031	-2.3%	Shares	Sole	2023-02-02
2022-09-30	$2,135,976	29,720	+0.6%	Shares	Sole	2022-10-12
2022-06-30	$1,866,526	29,543	-0.5%	Shares	Sole	2022-07-11
2022-03-31	$2,503,585	29,695	-0.1%	Shares	Sole	2022-04-22
2021-12-31	$2,500,797	29,736	-0.9%	Shares	Sole	2022-01-26
2021-09-30	$2,186,729	30,021	-0.4%	Shares	Sole	2021-10-28
2021-06-30	$2,195,439	30,153	-0.1%	Shares	Sole	2021-08-13
2021-03-31	$1,967,132	30,180	-1.0%	Shares	Sole	2021-05-25
2020-12-31	$1,616,553	30,478	+1.2%	Shares	Sole	2021-01-27
2020-09-30	$1,090,885	30,110	+7.8%	Shares	Sole	2020-10-23
2020-06-30	$942,493	27,934	+3.7%	Shares	Sole	2020-07-21
2020-03-31	$905,252	26,926	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.