Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$619,777
+$238,783 QoQ
Shares Held
6,717
+65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,416
of 2,303 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Journey Advisory Group, LLC holds $6,926,356 across 4 Capital Markets names. SCHW ranks #2 (8.9% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,777 | 6,717 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $380,994 | 4,054 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $568,887 | 5,694 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $557,926 | 5,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $519,520 | 5,694 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $445,726 | 5,694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $454,717 | 6,144 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $398,192 | 6,144 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $452,751 | 6,144 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $473,392 | 6,544 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $385,555 | 5,604 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $307,659 | 5,604 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $317,634 | 5,604 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $293,537 | 5,604 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $430,787 | 5,174 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $242,489 | 3,374 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||