Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$74,000
+$36,127 QoQ
Shares Held
802
+99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,041
of 2,304 holders
Holding Since
Mar 2022
15 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, 2026Beaird Harris Wealth Management, LLC holds $3,517,250 across 7 Capital Markets names. SCHW ranks #3 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
31,102 | $3,118,908 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
18,394 | $244,824 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
802 | $74,000 | |
| 4 | MS |
Morgan Stanley
|
202 | $42,226 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,250 | $34,225 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
45 | $2,818 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
5 | $249 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,000 | 802 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $37,873 | 403 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,263 | 403 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $40,288 | 422 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $29,105 | 319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,857 | 292 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,610 | 292 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,924 | 292 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $21,517 | 292 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $21,123 | 292 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,048 | 335 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $15,207 | 277 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,700 | 277 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $14,509 | 277 | Shares | Sole | 2023-04-24 | |
| 2022-03-31 | $8,346 | 99 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||