Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$529,352
+$254,555 QoQ
Shares Held
5,737
+96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,483
of 2,303 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$49,410
PutShares
900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $21,044,955 across 9 Capital Markets names. SCHW ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,428 | $12,569,306 | |
| 2 | MS |
Morgan Stanley
|
21,415 | $4,476,591 | |
| 3 | IREN |
IREN Ltd
|
24,495 | $1,120,156 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,836 | $1,086,634 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
10,377 | $649,911 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
5,737 | $529,352 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,593 | $380,572 | |
| 8 | CLSK |
Cleanspark, Inc.
|
13,936 | $202,768 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,352 | 5,737 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $274,797 | 2,924 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,062 | 2,643 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $463,029 | 4,850 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,643 | 2,769 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,936,676 | 75,839 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,733,628 | 77,471 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,910,070 | 75,761 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,582,680 | 75,759 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $322,491 | 4,458 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $361,406 | 5,253 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $49,410 | 900 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $256,602 | 4,674 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,614,591 | 46,129 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $314,280 | 6,000 | Put | Sole | 2023-05-08 | |
| 2023-03-31 | $590,794 | 11,279 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $425,541 | 5,111 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $214,484 | 2,544 | Shares | Sole | 2022-05-10 | |
| 2021-03-31 | $1,211,565 | 18,588 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,000,652 | 18,866 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||