Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$51,800,470
+$51,581,498 QoQ
Shares Held
561,401
+23994.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#7
of 348 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority
Sole 0.23494792492353953.ToString("F0")%
Shared 0.ToString("F0")%
None 99.76505207507647.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$335,872
PutShares
4,643
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $282,014,497 across 11 Capital Markets names. SCHW ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
162,161 | $164,004,769 | |
| 2 | SCHW |
Schwab Charles Corp
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|
561,401 | $51,800,470 | |
| 3 | MS |
Morgan Stanley
|
117,928 | $24,651,666 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
146,683 | $14,709,370 | |
| 5 | EVR |
Evercore Inc.
|
20,003 | $6,829,824 | |
| 6 | MC |
Moelis & Co
|
102,627 | $6,713,857 | |
| 7 | PJT |
PJT Partners Inc.
|
37,479 | $5,657,080 | |
| 8 | SNEX |
StoneX Group Inc.
|
36,832 | $4,364,592 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,800,470 | 561,401 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $218,972 | 2,330 | Shares | Other | 2026-04-09 | |
| 2024-06-30 | $268,746 | 3,647 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $335,872 | 4,643 | Put | Sole | 2024-04-12 | |
| 2023-12-31 | $319,438 | 4,643 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $398,244 | 7,254 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $274,670 | 4,846 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $260,380 | 4,971 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $223,874 | 3,115 | Shares | Sole | 2022-10-14 | |
| 2021-09-30 | $382,919 | 5,257 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $411,740 | 5,655 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $314,102 | 4,819 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $341,153 | 6,432 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||