Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$163,408
-$245,874 QoQ
Shares Held
1,771
-59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,969
of 2,304 holders
Holding Since
Dec 2020
23 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, 2026Aberdeen Wealth Management LLC holds $398,413 across 4 Capital Markets names. SCHW ranks #2 (41.0% of the industry book) .
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,408 | 1,771 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $409,282 | 4,355 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $435,108 | 4,355 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $400,878 | 4,199 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $383,025 | 4,198 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,541 | 4,197 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $310,471 | 4,195 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $275,053 | 4,244 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $281,348 | 3,818 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $384,631 | 5,317 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $375,992 | 5,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $299,973 | 5,464 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $309,586 | 5,462 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $283,428 | 5,411 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $450,436 | 5,410 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $388,744 | 5,409 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $341,677 | 5,408 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $455,864 | 5,407 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $439,927 | 5,231 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $362,743 | 4,980 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $369,874 | 5,080 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $331,049 | 5,079 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $277,240 | 5,227 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||