Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$394,731
-$40,396 QoQ
Shares Held
4,278
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,610
of 2,304 holders
Holding Since
Mar 2021
22 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, 2026Souders Financial Advisors holds $4,203,196 across 3 Capital Markets names. SCHW ranks #3 (9.4% of the industry book) .
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,731 | 4,278 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $435,127 | 4,630 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $433,709 | 4,341 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $405,079 | 4,243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $380,197 | 4,167 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $345,136 | 4,409 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $295,595 | 3,994 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $256,906 | 3,964 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $303,455 | 4,118 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $300,066 | 4,148 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $288,340 | 4,191 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $229,317 | 4,177 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $239,643 | 4,228 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $226,019 | 4,315 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $315,222 | 3,786 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $268,793 | 3,740 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $237,114 | 3,753 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $313,380 | 3,717 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $310,329 | 3,690 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $268,706 | 3,689 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $258,548 | 3,551 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $230,737 | 3,540 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||