Position in SCHW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$588,878
-$37,158 QoQ
Shares Held
6,266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Principle Wealth Partners LLC holds $19,332,043 across 6 Capital Markets names. SCHW ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,352 | $15,525,608 | |
| 2 | MS |
Morgan Stanley
|
12,332 | $2,029,477 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,917 | $687,248 | |
| 4 | SCHW |
Schwab Charles Corp
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|
6,266 | $588,878 | |
| 5 | PJT |
PJT Partners Inc.
|
3,514 | $490,976 | |
| 6 | ABTC |
American Bitcoin Corp.
|
160,000 | $9,856 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,878 | 6,266 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $626,036 | 6,266 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $571,292 | 5,984 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $537,403 | 5,890 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $452,223 | 5,777 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $427,555 | 5,777 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $364,685 | 5,627 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,614,273 | 49,047 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,685,144 | 50,942 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,518,707 | 51,144 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,833,498 | 51,612 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,917,092 | 51,466 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,488,050 | 47,500 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $466,422 | 5,602 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $407,071 | 5,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $357,851 | 5,664 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $477,531 | 5,664 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $476,342 | 5,664 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $403,533 | 5,540 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $403,367 | 5,540 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $361,097 | 5,540 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $293,841 | 5,540 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||