Western Pacific Wealth Management, LP
Position in SCHW — Schwab Charles Corp
CIK 1907320
Lake Forest, IL
Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$642,199
+$133,298 QoQ
Shares Held
6,960
+28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,396
of 2,301 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Western Pacific Wealth Management, LP holds $920,727 across 2 Capital Markets names. SCHW ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
6,960 | $642,199 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
3,200 | $278,528 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,199 | 6,960 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $508,901 | 5,415 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $541,012 | 5,415 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $516,970 | 5,415 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $494,064 | 5,415 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $423,886 | 5,415 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $400,764 | 5,415 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $277,710 | 4,285 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $315,761 | 4,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,976 | 4,285 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $290,680 | 4,225 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $154,543 | 2,815 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $147,084 | 2,595 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $117,802 | 2,249 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $187,251 | 2,249 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $118,872 | 1,654 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||