Thrive Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1847610 AUDUBON, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$297,386

-$24,965 QoQ

Shares Held

3,223

-6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,753

of 2,303 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,477,302 across 5 Capital Markets names. SCHW ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	675	$682,674
2	IBKR	Interactive Brokers Group, Inc.	7,711	$671,165
3	MS	Morgan Stanley	2,483	$519,046
4	LPLA	LPL Financial Holdings Inc.	1,090	$307,031
5	SCHW	Schwab Charles Corp This page	3,223	$297,386

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,386	3,223	-6.0%	Shares	Sole	2026-07-07
2026-03-31	$322,351	3,430	+22.1%	Shares	Sole	2026-04-09
2025-12-31	$280,647	2,809	-1.1%	Shares	Sole	2026-01-12
2025-09-30	$271,039	2,839	-1.4%	Shares	Sole	2025-10-07
2025-06-30	$262,588	2,878	+1.4%	Shares	Sole	2025-07-09
2025-03-31	$222,236	2,839	-25.0%	Shares	Sole	2025-04-10
2024-12-31	$280,275	3,787	+1.0%	Shares	Sole	2025-01-16
2024-09-30	$242,907	3,748	+0.5%	Shares	Sole	2024-10-04
2024-06-30	$274,937	3,731	+3.0%	Shares	Sole	2024-07-12
2024-03-31	$261,943	3,621	+9.6%	Shares	Sole	2024-04-16
2023-12-31	$227,315	3,304	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.