Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,832
+$5,358 QoQ
Shares Held
360
+26.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026RMG Wealth Management LLC holds $132,399 across 9 Capital Markets names. SCHW ranks #3 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
52 | $43,991 | |
| 2 | MS |
Morgan Stanley
|
248 | $40,813 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
360 | $33,832 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
100 | $6,707 | |
| 5 | TW |
Tradeweb Markets Inc.
|
21 | $2,470 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
25 | $1,732 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
2,500 | $1,382 | |
| 8 | BTBT |
Bit Digital, Inc
|
650 | $851 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,832 | 360 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,474 | 285 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $27,208 | 285 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $26,003 | 285 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||