Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,980
+$1,395 QoQ
Shares Held
7,868
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,359
of 2,314 holders
Holding Since
Dec 2021
18 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, 2026Western Wealth Management, LLC holds $6,729,633 across 7 Capital Markets names. SCHW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,764 | $2,795,426 | |
| 2 | MS |
Morgan Stanley
|
9,099 | $1,902,054 | |
| 3 | SCHW |
Schwab Charles Corp
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|
7,868 | $725,980 | |
| 4 | IREN |
IREN Ltd
|
9,402 | $429,953 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
8,579 | $428,778 | |
| 6 | MARA |
MARA Holdings, Inc.
|
26,489 | $367,932 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
154,690 | $79,510 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,980 | 7,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $724,585 | 7,710 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $773,403 | 7,741 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $734,546 | 7,694 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $713,405 | 7,819 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $613,636 | 7,839 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $665,571 | 8,993 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $619,518 | 9,559 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $783,472 | 10,632 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $738,012 | 10,202 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $782,600 | 11,375 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $542,192 | 9,876 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $531,204 | 9,372 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $452,929 | 8,647 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $941,587 | 11,309 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,789,059 | 24,893 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $260,939 | 3,095 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $235,732 | 2,803 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||