Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,227
-$171 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,217
of 2,304 holders
Holding Since
Jun 2023
13 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, 2026MILLER WEALTH ADVISORS, LLC holds $495,013 across 5 Capital Markets names. SCHW ranks #5 (1.9% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,227 | 100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,398 | 100 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $9,991 | 100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $9,547 | 100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,124 | 100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,828 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,401 | 100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,481 | 100 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,369 | 100 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $7,234 | 100 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,880 | 100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,490 | 100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,668 | 100 | Shares | Sole | 2023-07-27 | |
| No filing history on record for this holder in this stock. | ||||||