Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,499,225
+$21,443 QoQ
Shares Held
27,086
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#863
of 2,304 holders
Holding Since
Sep 2021
20 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, 2026Roberts Wealth Advisors, LLC holds $6,172,293 across 2 Capital Markets names. SCHW ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
36,856 | $3,673,068 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
27,086 | $2,499,225 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,225 | 27,086 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,477,782 | 26,365 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,294,033 | 22,961 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,182,062 | 22,856 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,130,271 | 23,348 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,823,689 | 23,297 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,728,799 | 23,359 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,493,870 | 23,050 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,631,865 | 22,145 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,556,829 | 21,521 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $4,005 | 20,456 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,110,956 | 20,236 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,124,474 | 19,839 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,024,709 | 19,563 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,607,667 | 19,309 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,396,505 | 19,431 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,431,242 | 54,309 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,569,517 | 54,199 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,630,882 | 55,064 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,142,046 | 56,865 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||