Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$245,161
-$16,197 QoQ
Shares Held
2,657
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,853
of 2,303 holders
Holding Since
Dec 2020
6 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, 2026Regent Peak Wealth Advisors LLC holds $1,513,695 across 3 Capital Markets names. SCHW ranks #3 (16.2% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,161 | 2,657 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $261,358 | 2,781 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $322,909 | 3,232 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,856 | 3,078 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $209,388 | 3,814 | Shares | Sole | 2023-11-03 | |
| 2020-12-31 | $59,139 | 1,115 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||