Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,689,463
+$96,315 QoQ
Shares Held
18,310
+8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#989
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026HBW ADVISORY SERVICES LLC holds $3,247,282 across 3 Capital Markets names. SCHW ranks #1 (52.0% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,689,463 | 18,310 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,593,148 | 16,952 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,806,472 | 18,081 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,602,845 | 16,789 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||