Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,655,122
-$1,197,807 QoQ
Shares Held
28,252
-26.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CORRECT CAPITAL WEALTH MANAGEMENT holds $13,839,911 across 3 Capital Markets names. SCHW ranks #3 (19.2% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||