Prestige Wealth Management Group LLC
Position in SCHW — Schwab Charles Corp
CIK 1772715
FLEMINGTON, NJ
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,233
+$8,968 QoQ
Shares Held
306
+49.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,134
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $3,074,342 across 15 Capital Markets names. SCHW ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,862 | $1,883,170 | |
| 2 | MS |
Morgan Stanley
|
5,415 | $1,131,950 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
306 | $28,233 | |
| 4 | EVR |
Evercore Inc.
|
21 | $7,170 | |
| 5 | PIPR |
Piper Sandler Companies
|
84 | $6,076 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 7 | SF |
Stifel Financial Corp
|
41 | $2,860 | |
| 8 | CLSK |
Cleanspark, Inc.
|
156 | $2,269 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,233 | 306 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $19,265 | 205 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,384 | 174 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $14,606 | 153 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $13,959 | 153 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $11,976 | 153 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $11,323 | 153 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $15,035 | 232 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $291,959 | 3,962 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $14,757 | 204 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $320,125 | 4,653 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $224,211 | 4,084 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $10,145 | 179 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $8,171 | 156 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $17,734 | 213 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $14,013 | 195 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,319 | 195 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $19,812 | 235 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $20,771 | 247 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $18,719 | 257 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $18,711 | 257 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $16,099 | 247 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $12,092 | 228 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $2,789 | 77 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,597 | 77 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,588 | 77 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||