Sculati Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1803397 Bloomfield Hills, MI

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,590,963

-$70,497 QoQ

Shares Held

38,918

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.09%

of 13F equity value

Holder Rank

#742

of 2,303 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sculati Wealth Management, LLC holds $16,968,762 across 3 Capital Markets names. SCHW ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,974	$7,053,294
2	MS	Morgan Stanley	30,255	$6,324,505
3	SCHW	Schwab Charles Corp This page	38,918	$3,590,963

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,590,963	38,918	-0.1%	Shares	Sole	2026-07-21
2026-03-31	$3,661,460	38,960	-2.4%	Shares	Sole	2026-04-09
2025-12-31	$3,989,406	39,930	-1.0%	Shares	Sole	2026-02-05
2025-09-30	$3,849,541	40,322	-0.8%	Shares	Sole	2025-11-14
2025-06-30	$3,707,902	40,639	-1.0%	Shares	Sole	2025-08-08
2025-03-31	$3,214,176	41,060	-3.8%	Shares	Sole	2025-05-12
2024-06-30	$3,144,573	42,673	-0.7%	Shares	Sole	2024-08-09
2024-03-31	$3,109,751	42,988	+0.0%	Shares	Sole	2024-05-14
2023-12-31	$2,956,404	42,971	+0.4%	Shares	Sole	2024-02-12
2023-09-30	$2,350,049	42,806	+1.5%	Shares	Sole	2023-11-09
2023-06-30	$2,391,102	42,186	+0.3%	Shares	Sole	2023-08-11
2023-03-31	$2,203,155	42,061	+2.4%	Shares	Sole	2023-05-05
2022-12-31	$3,421,486	41,094	+0.4%	Shares	Sole	2023-02-10
2022-09-30	$2,940,920	40,920	+0.6%	Shares	Sole	2022-11-15
2022-06-30	$2,569,277	40,666	+0.8%	Shares	Sole	2022-08-09
2022-03-31	$3,400,728	40,336	+1.5%	Shares	Sole	2022-05-10
2021-12-31	$3,340,872	39,725	+0.9%	Shares	Sole	2022-02-07
2021-09-30	$2,868,366	39,379	+0.4%	Shares	Sole	2021-11-02
2021-06-30	$2,854,661	39,207	+0.3%	Shares	Sole	2021-08-13
2021-03-31	$2,548,668	39,102	-3.5%	Shares	Sole	2021-05-14
2020-12-31	$2,148,491	40,507	+0.7%	Shares	Sole	2021-02-10
2020-09-30	$1,458,076	40,245	+3.8%	Shares	Sole	2020-11-13
2020-06-30	$1,307,829	38,762	+63.5%	Shares	Sole	2020-08-14
2020-03-31	$796,962	23,705	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.