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Equibles

Principle Wealth Partners LLC

Position in SCHW — Schwab Charles Corp

CIK 1743413 MADISON, CT
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$438,559
-$150,319 QoQ
Shares Held
4,753
-24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,575
of 2,314 holders
Holding Since
Dec 2020
23 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, 2026

Principle Wealth Partners LLC holds $23,617,407 across 6 Capital Markets names. SCHW ranks #5 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 18,213 $18,420,081
2 MS
Morgan Stanley
 12,675 $2,649,582
3 HOOD
Robinhood Markets, Inc.
 14,046 $1,408,532
4 PJT
PJT Partners Inc.
 3,514 $530,403
5 SCHW
Schwab Charles Corp
This page 		4,753 $438,559
6 ABTC
American Bitcoin Corp.
 16,667 $170,250

All Filings in SCHW

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $438,559 4,753
2026-03-31 $588,878 6,266
2025-12-31 $626,036 6,266
2025-09-30 $571,292 5,984
2025-06-30 $537,403 5,890
2025-03-31 $452,223 5,777
2024-12-31 $427,555 5,777
2024-09-30 $364,685 5,627
2024-06-30 $3,614,273 49,047
2024-03-31 $3,685,144 50,942
2023-12-31 $3,518,707 51,144
2023-09-30 $2,833,498 51,612
2023-06-30 $2,917,092 51,466
2023-03-31 $2,488,050 47,500
2022-12-31 $466,422 5,602
2022-09-30 $407,071 5,664
2022-06-30 $357,851 5,664
2022-03-31 $477,531 5,664
2021-12-31 $476,342 5,664
2021-09-30 $403,533 5,540
2021-06-30 $403,367 5,540
2021-03-31 $361,097 5,540
2020-12-31 $293,841 5,540