KINTRA WEALTH, LLC

Position in SCHW — Schwab Charles Corp

CIK 1904432 WILLIAMSPORT, PA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$473,714

+$167,998 QoQ

Shares Held

5,134

+57.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,535

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

KINTRA WEALTH, LLC holds $1,825,080 across 3 Capital Markets names. SCHW ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,494	$730,385
2	GS	Goldman Sachs Group Inc	614	$620,981
3	SCHW	Schwab Charles Corp This page	5,134	$473,714

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,714	5,134	+57.8%	Shares	Sole	2026-08-14
2026-03-31	$305,716	3,253	+20.1%	Shares	Sole	2026-05-15
2025-12-31	$270,556	2,708	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.