Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$994,578
+$508,608 QoQ
Shares Held
10,779
+108.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,216
of 2,303 holders
Holding Since
Mar 2024
10 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, 2026Rothschild Wealth LLC holds $5,787,995 across 8 Capital Markets names. SCHW ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
12,264 | $2,563,666 | |
| 2 | SCHW |
Schwab Charles Corp
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|
10,779 | $994,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
859 | $868,766 | |
| 4 | ETOR |
eToro Group Ltd.
|
11,948 | $471,587 | |
| 5 | EVR |
Evercore Inc.
|
1,007 | $343,830 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
6,682 | $333,966 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,056 | $204,900 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
34,024 | $6,702 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994,578 | 10,779 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $485,970 | 5,171 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $375,162 | 3,755 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $339,300 | 3,554 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273,628 | 2,999 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,118 | 3,489 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,563 | 3,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $213,289 | 3,291 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $254,820 | 3,458 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $256,879 | 3,551 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||