Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$495,028
-$6,637 QoQ
Shares Held
5,365
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,514
of 2,304 holders
Holding Since
Sep 2022
16 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, 2026Alliance Wealth Advisors, LLC holds $2,177,188 across 3 Capital Markets names. SCHW ranks #3 (22.7% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,028 | 5,365 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $501,665 | 5,338 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $512,138 | 5,126 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $484,796 | 5,078 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $459,393 | 5,035 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $379,188 | 4,844 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $397,063 | 5,365 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $347,251 | 5,358 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $384,367 | 5,216 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $414,001 | 5,723 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $402,686 | 5,853 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $336,317 | 6,126 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $347,221 | 6,126 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $259,228 | 4,949 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $237,540 | 2,853 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $205,548 | 2,860 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||