Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$317,316
-$136,043 QoQ
Shares Held
3,439
-28.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,706
of 2,296 holders
Holding Since
Mar 2026
2 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, 2026OneAscent Wealth Management LLC holds $317,316 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
3,439 | $317,316 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,316 | 3,439 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $453,359 | 4,824 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||