Robertson Stephens Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1767307
San Francisco, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$844,178
-$17,148 QoQ
Shares Held
9,149
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,286
of 2,310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $24,478,539 across 8 Capital Markets names. SCHW ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,320,518 | $14,116,337 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,998 | $4,646,340 | |
| 3 | LAZ |
Lazard, Inc.
|
38,846 | $1,629,201 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,101 | $1,113,518 | |
| 5 | MS |
Morgan Stanley
|
4,802 | $1,003,810 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
9,149 | $844,178 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,001 | $651,132 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,727 | $474,023 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,178 | 9,149 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $861,326 | 9,165 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,198,920 | 12,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,125,400 | 11,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,039,314 | 11,391 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $861,627 | 11,007 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $598,592 | 8,088 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $923,801 | 14,254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,606 | 8,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $603,387 | 8,341 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $441,145 | 6,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $313,698 | 5,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,055 | 6,176 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $629,817 | 12,024 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $520,041 | 6,246 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $347,491 | 4,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,222 | 4,831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $424,753 | 5,038 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,705 | 5,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $366,967 | 5,038 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $612,040 | 8,406 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $501,625 | 7,696 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $241,332 | 4,550 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $208,322 | 5,750 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $318,640 | 9,444 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $411,071 | 12,227 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||