Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,715,894
+$5,209,354 QoQ
Shares Held
83,623
+213.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#549
of 2,304 holders
Holding Since
Mar 2023
14 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, 2026Xcel Wealth Management, LLC holds $19,166,637 across 3 Capital Markets names. SCHW ranks #2 (40.3% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,715,894 | 83,623 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,506,540 | 26,671 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,814,564 | 28,171 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,689,485 | 28,171 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,570,322 | 28,171 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,207,104 | 28,195 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,086,711 | 28,195 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,892,127 | 29,195 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,151,379 | 29,195 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,111,966 | 29,195 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,049,896 | 29,795 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,738,683 | 31,670 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,002,504 | 35,330 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $706,344 | 13,485 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||