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, 2026Onyx Bridge Wealth Group LLC holds $1,769,230 across 4 Capital Markets names. SCHW ranks #3 (15.8% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,208 | 3,026 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $291,713 | 3,104 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $305,524 | 3,058 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $288,319 | 3,020 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $260,125 | 2,851 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $207,989 | 2,657 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||