Red Door Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1783599 Memphis, TN

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$355,054

+$28,662 QoQ

Shares Held

3,848

+10.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,656

of 2,304 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Red Door Wealth Management, LLC holds $3,170,731 across 5 Capital Markets names. SCHW ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,377	$1,392,656
2	MS	Morgan Stanley	4,837	$1,011,126
3	SCHW	Schwab Charles Corp This page	3,848	$355,054
4	HOOD	Robinhood Markets, Inc.	2,453	$245,986
5	BMNR	Bitmine Immersion Technologies, Inc.	12,465	$165,909

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,054	3,848	+10.8%	Shares	Sole	2026-07-13
2026-03-31	$326,392	3,473	+1.5%	Shares	Sole	2026-04-22
2025-12-31	$341,991	3,423	+0.2%	Shares	Sole	2026-01-20
2025-09-30	$326,030	3,415	+10.0%	Shares	Sole	2025-10-10
2025-06-30	$283,208	3,104	0.0%	Shares	Sole	2025-07-22
2025-03-31	$242,981	3,104	+1.0%	Shares	Sole	2025-04-25
2024-12-31	$227,506	3,074	-7.5%	Shares	Sole	2025-01-17
2024-09-30	$215,428	3,324	+8.1%	Shares	Sole	2024-10-16
2024-06-30	$226,523	3,074	0.0%	Shares	Sole	2024-07-17
2024-03-31	$222,373	3,074	-18.0%	Shares	Sole	2024-04-17
2023-12-31	$258,000	3,750	+1.1%	Shares	Sole	2024-01-17
2023-09-30	$203,679	3,710	-23.5%	Shares	Sole	2023-10-19
2023-06-30	$274,784	4,848	+1242.9%	Shares	Sole	2023-08-07
2021-06-30	$26,284	361	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.