Tradition Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1843010 EDINA, MN

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$293,418

+$3,208 QoQ

Shares Held

3,180

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,762

of 2,303 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradition Wealth Management, LLC holds $3,529,274 across 6 Capital Markets names. SCHW ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,948	$1,034,329
2	IREN	IREN Ltd	20,461	$935,681
3	GS	Goldman Sachs Group Inc	716	$724,140
4	BMNR	Bitmine Immersion Technologies, Inc.	22,896	$304,745
5	SCHW	Schwab Charles Corp This page	3,180	$293,418
6	LAZ	Lazard, Inc.	5,650	$236,961

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,418	3,180	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$290,210	3,088	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$302,527	3,028	+0.1%	Shares	Sole	2026-02-11
2025-09-30	$288,701	3,024	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$275,453	3,019	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$235,935	3,014	+48.8%	Shares	Sole	2025-05-14
2023-12-31	$139,388	2,026	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$110,843	2,019	-32.7%	Shares	Sole	2023-11-13
2023-06-30	$170,040	3,000	+38.1%	Shares	Sole	2023-08-14
2023-03-31	$113,821	2,173	+42.2%	Shares	Sole	2023-05-12
2022-12-31	$127,221	1,528	0.0%	Shares	Sole	2023-02-03
2022-09-30	$109,817	1,528	+4394.1%	Shares	Sole	2022-11-14
2021-12-31	$2,859	34	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.