SAX WEALTH ADVISORS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1846150 PARSIPPANY, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$833,843

+$11,331 QoQ

Shares Held

9,037

+3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,287

of 2,303 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $6,352,664 across 5 Capital Markets names. SCHW ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,529	$3,569,124
2	MS	Morgan Stanley	5,521	$1,154,109
3	SCHW	Schwab Charles Corp This page	9,037	$833,843
4	WULF	Terawulf Inc.	16,145	$398,781
5	HOOD	Robinhood Markets, Inc.	3,957	$396,807

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833,843	9,037	+3.3%	Shares	Sole	2026-07-09
2026-03-31	$822,512	8,752	-3.8%	Shares	Sole	2026-04-08
2025-12-31	$909,181	9,100	-3.4%	Shares	Sole	2026-01-12
2025-09-30	$899,709	9,424	+7.2%	Shares	Sole	2025-10-20
2025-06-30	$802,364	8,794	+2.5%	Shares	Sole	2025-07-23
2025-03-31	$671,642	8,580	+35.3%	Shares	Sole	2025-05-14
2024-12-31	$469,297	6,341	-6.0%	Shares	Sole	2025-01-15
2024-09-30	$437,013	6,743	-1.3%	Shares	Sole	2024-10-17
2024-06-30	$503,376	6,831	—	Shares	Sole	2024-07-12
No filing history on record for this holder in this stock.