Biltmore Family Office, LLC
Family OfficePosition in SCHW — Schwab Charles Corp
CIK 1731123
CHARLOTTE, NC
Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$519,018
-$46,553 QoQ
Shares Held
5,625
-6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,499
of 2,304 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Biltmore Family Office, LLC holds $10,420,796 across 4 Capital Markets names. SCHW ranks #4 (5.0% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,018 | 5,625 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $565,571 | 6,018 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $635,427 | 6,360 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $376,247 | 3,941 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $356,292 | 3,905 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $302,004 | 3,858 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $284,494 | 3,844 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $338,113 | 5,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $202,352 | 2,746 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $362,783 | 6,926 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $455,182 | 5,467 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||