Accurate Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1877728 WESLEY CHAPEL, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$552,328

-$22,923 QoQ

Shares Held

5,986

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,461

of 2,304 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $5,605,979 across 6 Capital Markets names. SCHW ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,158	$2,182,536
2	MS	Morgan Stanley	6,808	$1,423,144
3	GLXY	Galaxy Digital Inc.	21,681	$592,758
4	SCHW	Schwab Charles Corp This page	5,986	$552,328
5	HOOD	Robinhood Markets, Inc.	5,030	$504,408
6	PURR	Hyperliquid Strategies Inc	44,575	$350,805

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,328	5,986	-2.2%	Shares	Sole	2026-07-15
2026-03-31	$575,251	6,121	+9.5%	Shares	Sole	2026-04-23
2025-12-31	$558,596	5,591	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$530,431	5,556	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$505,287	5,538	+59.9%	Shares	Sole	2025-07-15
2025-03-31	$271,083	3,463	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$254,520	3,439	+0.8%	Shares	Sole	2025-01-14
2024-09-30	$221,066	3,411	+4.5%	Shares	Sole	2024-10-17
2024-06-30	$240,524	3,264	+5.7%	Shares	Sole	2024-07-17
2024-03-31	$223,458	3,089	-28.9%	Shares	Sole	2024-04-23
2023-12-31	$298,867	4,344	-3.9%	Shares	Sole	2024-01-12
2023-09-30	$248,257	4,522	+5.5%	Shares	Sole	2023-10-23
2023-06-30	$243,043	4,288	+265.6%	Shares	Sole	2023-07-24
2022-12-31	$97,663	1,173	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.