Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,044,957
+$2,531 QoQ
Shares Held
11,325
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,188
of 2,304 holders
Holding Since
Mar 2024
7 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, 2026Aprio Wealth Management, LLC holds $5,050,272 across 3 Capital Markets names. SCHW ranks #3 (20.7% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,957 | 11,325 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,042,426 | 11,092 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,100,009 | 11,010 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $397,155 | 4,160 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $314,869 | 3,451 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,890 | 2,924 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $205,879 | 2,846 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||