Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,108,624
+$123,056 QoQ
Shares Held
12,015
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,168
of 2,303 holders
Holding Since
Jun 2020
14 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, 2026Keebeck Wealth Management holds $7,675,638 across 9 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,019 | $2,041,956 | |
| 2 | IREN |
IREN Ltd
|
38,265 | $1,749,858 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
12,015 | $1,108,624 | |
| 4 | MS |
Morgan Stanley
|
4,389 | $917,476 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
9,000 | $563,670 | |
| 6 | WULF |
Terawulf Inc.
|
22,800 | $563,160 | |
| 7 | MRX |
Marex Group Ltd
|
5,000 | $304,750 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,693 | $234,398 |
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,624 | 12,015 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $985,568 | 10,487 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $909,081 | 9,099 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $836,985 | 8,767 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $740,230 | 8,113 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $635,085 | 8,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $656,468 | 8,870 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $574,864 | 8,870 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $646,113 | 8,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $634,277 | 8,768 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $603,238 | 8,768 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $486,029 | 8,853 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $501,844 | 8,854 | Shares | Sole | 2023-08-14 | |
| 2020-06-30 | $44,671 | 1,324 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||