Secure Asset Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1800692 Troy, MI

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,385,593

+$345,769 QoQ

Shares Held

47,530

+10.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#685

of 2,309 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Secure Asset Management, LLC holds $13,130,380 across 5 Capital Markets names. SCHW ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	47,530	$4,385,593
2	FIGR	Figure Technology Solutions, Inc.	96,887	$2,975,399
3	IREN	IREN Ltd	63,988	$2,926,171
4	GS	Goldman Sachs Group Inc	2,272	$2,297,832
5	MS	Morgan Stanley	2,609	$545,385

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,385,593	47,530	+10.6%	Shares	Sole	2026-07-15
2026-03-31	$4,039,824	42,986	+8.3%	Shares	Sole	2026-04-09
2025-12-31	$3,965,727	39,693	+2.8%	Shares	Sole	2026-01-20
2025-09-30	$3,684,569	38,594	+31.2%	Shares	Sole	2025-10-09
2025-06-30	$2,683,824	29,415	-1.8%	Shares	Sole	2025-07-10
2025-03-31	$2,345,816	29,967	+19.6%	Shares	Sole	2025-04-10
2024-12-31	$1,855,060	25,065	+10.1%	Shares	Sole	2025-01-17
2024-09-30	$1,475,529	22,767	+20.1%	Shares	Sole	2024-10-16
2024-06-30	$1,396,425	18,950	-6.1%	Shares	Sole	2024-07-24
2024-03-31	$1,460,255	20,186	+13.0%	Shares	Sole	2024-04-30
2023-12-31	$1,229,249	17,867	-5.9%	Shares	Sole	2024-01-22
2023-09-30	$1,042,715	18,993	-3.4%	Shares	Sole	2023-10-18
2023-06-30	$1,113,988	19,654	+3.5%	Shares	Sole	2023-07-13
2023-03-31	$994,486	18,986	—	Shares	Sole	2023-04-13
No filing history on record for this holder in this stock.