Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$470,115
+$190,713 QoQ
Shares Held
5,095
+71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,537
of 2,304 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Keystone Wealth Services, LLC holds $918,870 across 3 Capital Markets names. SCHW ranks #1 (51.2% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,115 | 5,095 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $279,402 | 2,973 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $296,233 | 2,965 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $312,091 | 3,269 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $315,964 | 3,463 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $271,631 | 3,470 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $256,222 | 3,462 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $227,483 | 3,510 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,640 | 3,442 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $248,415 | 3,434 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $235,708 | 3,426 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $241,614 | 4,401 | Shares | Sole | 2023-10-05 | |
| No filing history on record for this holder in this stock. | ||||||