Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,477,818
-$177,304 QoQ
Shares Held
26,854
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#867
of 2,309 holders
Holding Since
Dec 2023
11 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, 2026CORRECT CAPITAL WEALTH MANAGEMENT holds $6,268,432 across 2 Capital Markets names. SCHW ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,748 | $3,790,614 | |
| 2 | SCHW |
Schwab Charles Corp
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|
26,854 | $2,477,818 |
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,477,818 | 26,854 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,655,122 | 28,252 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,852,929 | 38,564 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,458,305 | 36,224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,225,516 | 35,352 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,618,309 | 33,448 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,307,557 | 31,179 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $1,973,205 | 30,446 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $2,146,810 | 29,133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,880,767 | 25,999 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,463,857 | 21,277 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||