Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,312
-$289,038 QoQ
Shares Held
4,371
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,599
of 2,304 holders
Holding Since
Sep 2024
4 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,842,754 across 3 Capital Markets names. SCHW ranks #2 (21.9% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,312 | 4,371 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $692,350 | 7,367 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $322,115 | 3,374 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $24,822 | 383 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||