Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$238,333
-$104,318 QoQ
Shares Held
2,583
-29.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,876
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026Bison Wealth, LLC holds $10,817,548 across 7 Capital Markets names. SCHW ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
100,010 | $4,573,457 | |
| 2 | MS |
Morgan Stanley
|
10,741 | $2,245,298 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,752 | $1,771,920 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
45,409 | $1,243,298 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,128 | $514,235 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
2,583 | $238,333 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
4,622 | $231,007 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,333 | 2,583 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $342,651 | 3,646 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $407,133 | 4,075 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $345,601 | 3,620 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $299,175 | 3,279 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||