TriaGen Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1843848 Calabasas, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$339,276

-$6,288 QoQ

Shares Held

3,677

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,678

of 2,304 holders

Holding Since

Mar 2022

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TriaGen Wealth Management LLC holds $5,252,493 across 4 Capital Markets names. SCHW ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	12,289	$2,568,892
2	IBKR	Interactive Brokers Group, Inc.	16,528	$1,438,597
3	HOOD	Robinhood Markets, Inc.	9,032	$905,728
4	SCHW	Schwab Charles Corp This page	3,677	$339,276

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,276	3,677	0.0%	Shares	Sole	2026-07-21
2026-03-31	$345,564	3,677	0.0%	Shares	Sole	2026-04-29
2025-12-31	$367,369	3,677	0.0%	Shares	Sole	2026-01-27
2025-09-30	$351,043	3,677	-2.8%	Shares	Sole	2025-10-22
2025-06-30	$344,978	3,781	-32.3%	Shares	Sole	2025-07-23
2022-03-31	$470,871	5,585	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.