Position in SCHW
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$55,260
+$9,102 QoQ
Shares Held
588
+27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Activest Wealth Management holds $1,404,747 across 27 Capital Markets names. SCHW ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
551 | $466,140 | |
| 2 | IREN |
IREN Ltd
|
7,495 | $256,928 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,663 | $111,537 | |
| 4 | MS |
Morgan Stanley
|
623 | $102,527 | |
| 5 | WULF |
Terawulf Inc.
|
4,000 | $57,720 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
588 | $55,260 | |
| 7 | HUT |
Hut 8 Corp.
|
1,080 | $50,662 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
2,109 | $41,716 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,260 | 588 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $46,158 | 462 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $48,307 | 506 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $35,492 | 389 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $31,703 | 405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $444 | 6 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,231 | 71 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,063 | 70 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,816 | 70 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $0 | 0 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||