Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$388,825
+$63,373 QoQ
Shares Held
4,214
+21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,616
of 2,304 holders
Holding Since
Dec 2021
14 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, 2026MONECO ADVISORS, LLC holds $4,500,730 across 5 Capital Markets names. SCHW ranks #3 (8.6% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,825 | 4,214 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $325,452 | 3,463 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $311,119 | 3,114 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $313,332 | 3,282 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $294,613 | 3,229 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $266,230 | 3,401 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $249,561 | 3,372 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $200,457 | 3,093 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $254,746 | 3,457 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $233,368 | 3,226 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $227,934 | 3,313 | Shares | Sole | 2024-03-13 | |
| 2022-12-31 | $220,056 | 2,643 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $221,819 | 2,631 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $219,921 | 2,615 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||