Sound Income Strategies, LLC

Position in SCHW — Schwab Charles Corp

CIK 1730960 Ft Lauderdale, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$547,991

+$373,659 QoQ

Shares Held

5,939

+220.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,464

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $1,955,283 across 4 Capital Markets names. SCHW ranks #3 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,927	$611,860
2	GS	Goldman Sachs Group Inc	563	$569,401
3	SCHW	Schwab Charles Corp This page	5,939	$547,991
4	HOOD	Robinhood Markets, Inc.	2,254	$226,031

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,991	5,939	+220.2%	Shares	Sole	2026-07-20
2026-03-31	$174,332	1,855	+68.6%	Shares	Sole	2026-04-27
2025-12-31	$109,901	1,100	+8.5%	Shares	Sole	2026-01-21
2025-09-30	$96,806	1,014	-5.3%	Shares	Sole	2025-10-10
2025-06-30	$97,718	1,071	+3.4%	Shares	Sole	2025-07-17
2025-03-31	$81,098	1,036	-2.6%	Shares	Sole	2025-04-17
2024-12-31	$78,746	1,064	0.0%	Shares	Sole	2025-01-21
2024-09-30	$68,957	1,064	+682.4%	Shares	Sole	2024-10-10
2024-06-30	$10,021	136	+10.6%	Shares	Sole	2024-07-12
2024-03-31	$8,897	123	0.0%	Shares	Sole	2024-04-15
2023-12-31	$8,462	123	-17.4%	Shares	Sole	2024-01-10
2023-09-30	$8,180	149	0.0%	Shares	Sole	2023-10-12
2023-06-30	$8,445	149	0.0%	Shares	Sole	2023-07-10
2023-03-31	$7,804	149	-7.5%	Shares	Sole	2023-04-10
2022-12-31	$13,404	161	+600.0%	Shares	Sole	2023-01-11
2022-09-30	$1,653	23	+155.6%	Shares	Sole	2022-10-18
2022-06-30	$568	9	0.0%	Shares	Sole	2022-07-11
2022-03-31	$758	9	0.0%	Shares	Sole	2022-04-11
2021-12-31	$756	9	-57.1%	Shares	Sole	2022-01-13
2021-09-30	$1,529	21	0.0%	Shares	Sole	2021-10-12
2021-06-30	$1,529	21	-71.6%	Shares	Sole	2021-07-13
2021-03-31	$4,823	74	+21.3%	Shares	Sole	2021-04-14
2020-12-31	$3,235	61	+24.5%	Shares	Sole	2021-01-11
2020-09-30	$1,775	49	0.0%	Shares	Sole	2020-10-08
2020-06-30	$1,653	49	+444.4%	Shares	Sole	2020-07-13
2020-03-31	$302	9	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.