Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$315,102
-$6,215 QoQ
Shares Held
3,415
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,723
of 2,309 holders
Holding Since
Sep 2024
8 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, 2026TrueWealth Advisors, LLC holds $1,080,299 across 3 Capital Markets names. SCHW ranks #3 (29.2% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,102 | 3,415 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $321,317 | 3,419 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $330,402 | 3,307 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $311,805 | 3,266 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $297,989 | 3,266 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $257,619 | 3,291 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $247,933 | 3,350 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $213,289 | 3,291 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||