Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$675,785
+$260,676 QoQ
Shares Held
7,324
+65.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,375
of 2,296 holders
Holding Since
Jun 2024
9 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, 2026Opal Wealth Advisors, LLC holds $2,556,509 across 3 Capital Markets names. SCHW ranks #2 (26.4% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $675,785 | 7,324 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $415,109 | 4,417 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $454,390 | 4,548 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $427,037 | 4,473 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $394,704 | 4,326 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $271,709 | 3,471 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $238,756 | 3,226 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $215,298 | 3,322 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,956 | 3,392 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||