Sound View Wealth Advisors Group, LLC
Position in SCHW — Schwab Charles Corp
CIK 1784777
SAVANNAH, GA
Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$334,201
-$32,696 QoQ
Shares Held
3,622
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,680
of 2,301 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $5,623,861 across 4 Capital Markets names. SCHW ranks #4 (5.9% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,201 | 3,622 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $366,897 | 3,904 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $352,582 | 3,529 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $347,224 | 3,637 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $354,102 | 3,881 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $294,176 | 3,758 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $280,275 | 3,787 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $256,971 | 3,965 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $336,468 | 4,566 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $333,125 | 4,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $326,800 | 4,750 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $258,249 | 4,704 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $264,695 | 4,670 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $274,680 | 5,244 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $395,485 | 4,750 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||