Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,156,973
-$4,737,263 QoQ
Shares Held
12,539
-80.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#278
of 690 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. SCHW ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in SCHW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,973 | 12,539 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,894,236 | 62,718 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,504,340 | 65,102 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,418,352 | 67,229 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,323,488 | 58,346 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,770,466 | 137,589 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,634,996 | 89,650 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,722,398 | 88,295 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,642,489 | 90,141 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,374,025 | 18,994 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,348,548 | 19,601 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $965,416 | 17,585 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $874,402 | 15,427 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $738,034 | 14,090 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $702,714 | 8,440 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $609,026 | 8,474 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $767,384 | 12,146 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,728,025 | 127,245 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,817,854 | 33,506 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,486,664 | 20,410 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,544,154 | 21,208 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,953,762 | 45,317 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||