MBM WEALTH CONSULTANTS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1762068 CHESTERFIELD, MO

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,000,505

+$240,354 QoQ

Shares Held

21,681

+15.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#934

of 2,304 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $4,379,273 across 4 Capital Markets names. SCHW ranks #1 (45.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	21,681	$2,000,505
2	IBKR	Interactive Brokers Group, Inc.	17,492	$1,522,503
3	HOOD	Robinhood Markets, Inc.	6,121	$613,813
4	JEF	Jefferies Financial Group Inc.	4,851	$242,452

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,000,505	21,681	+15.8%	Shares	Sole	2026-07-24
2026-03-31	$1,760,151	18,729	+6.1%	Shares	Sole	2026-04-20
2025-12-31	$1,763,511	17,651	+0.8%	Shares	Sole	2026-01-26
2025-09-30	$1,672,061	17,514	-0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,598,707	17,522	-2.1%	Shares	Sole	2025-08-13
2025-03-31	$1,401,133	17,899	+1.3%	Shares	Sole	2025-04-28
2024-12-31	$1,308,274	17,677	+3.7%	Shares	Sole	2025-01-17
2024-09-30	$1,105,140	17,052	+10.4%	Shares	Sole	2024-10-07
2024-06-30	$1,138,142	15,445	-2.9%	Shares	Sole	2024-07-30
2024-03-31	$1,150,857	15,909	+14.0%	Shares	Sole	2024-04-18
2023-12-31	$960,310	13,958	+8.6%	Shares	Sole	2024-01-30
2023-09-30	$705,904	12,858	+37.7%	Shares	Sole	2023-10-19
2023-06-30	$529,447	9,341	+37.5%	Shares	Sole	2023-07-24
2023-03-31	$417	6,795	0.0%	Shares	Sole	2023-05-31
2022-12-31	$565,751	6,795	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.