Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,116,441
-$461,324 QoQ
Shares Held
44,613
-8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#696
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026ARQ WEALTH ADVISORS, LLC holds $4,965,706 across 2 Capital Markets names. SCHW ranks #1 (82.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
44,613 | $4,116,441 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
3,015 | $849,265 |
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,116,441 | 44,613 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,577,765 | 48,710 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $625,436 | 6,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $743,233 | 7,785 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||