Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,244
-$10,224 QoQ
Shares Held
46
-77.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,248
of 2,304 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LifeSteps Financial, Inc. holds $474,515 across 10 Capital Markets names. SCHW ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
286 | $289,251 | |
| 2 | MS |
Morgan Stanley
|
314 | $65,638 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
490 | $42,649 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
406 | $40,713 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,026 | $13,656 | |
| 6 | FUTU |
Futu Holdings Ltd
|
90 | $8,436 | |
| 7 | WULF |
Terawulf Inc.
|
192 | $4,742 | |
| 8 | SCHW |
Schwab Charles Corp
This page
|
46 | $4,244 |
All Filings in SCHW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,244 | 46 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $14,468 | 200 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||