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Onyx Bridge Wealth Group LLC

Position in SCHW — Schwab Charles Corp

CIK 1819476 TARRYTOWN, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$279,208
-$12,505 QoQ
Shares Held
3,026
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,789
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026

Onyx Bridge Wealth Group LLC holds $1,769,230 across 4 Capital Markets names. SCHW ranks #3 (15.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SCHW
Schwab Charles Corp
This page
3,026 $279,208

All Filings in SCHW

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $279,208 3,026
2026-03-31 $291,713 3,104
2025-12-31 $305,524 3,058
2025-09-30 $288,319 3,020
2025-06-30 $260,125 2,851
2025-03-31 $207,989 2,657