Chemistry Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1910183 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,074,990

-$74,185 QoQ

Shares Held

33,326

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#789

of 2,304 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Chemistry Wealth Management LLC holds $5,428,859 across 4 Capital Markets names. SCHW ranks #1 (56.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	33,326	$3,074,990
2	GS	Goldman Sachs Group Inc	1,300	$1,314,781
3	MS	Morgan Stanley	3,055	$638,617
4	IBKR	Interactive Brokers Group, Inc.	4,601	$400,471

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,074,990	33,326	-0.5%	Shares	Sole	2026-07-09
2026-03-31	$3,149,175	33,509	+0.0%	Shares	Sole	2026-04-09
2025-12-31	$3,346,885	33,499	+0.2%	Shares	Sole	2026-01-06
2025-09-30	$3,190,989	33,424	+0.0%	Shares	Sole	2025-10-20
2025-06-30	$3,048,875	33,416	-0.6%	Shares	Sole	2025-07-08
2025-03-31	$2,631,930	33,622	-1.1%	Shares	Sole	2025-04-11
2024-12-31	$2,515,969	33,995	+2.5%	Shares	Sole	2025-01-15
2024-09-30	$2,148,516	33,151	+0.3%	Shares	Sole	2024-10-07
2024-06-30	$2,434,422	33,036	+2.2%	Shares	Sole	2024-07-12
2024-03-31	$2,337,667	32,315	+16.7%	Shares	Sole	2024-04-15
2023-12-31	$1,904,452	27,681	-7.4%	Shares	Sole	2024-01-12
2023-09-30	$1,640,302	29,878	-0.1%	Shares	Sole	2023-10-11
2023-06-30	$1,695,412	29,912	+14.9%	Shares	Sole	2023-07-13
2023-03-31	$1,363,818	26,037	+11.5%	Shares	Sole	2023-04-10
2022-12-31	$1,943,454	23,342	+47.1%	Shares	Sole	2023-01-18
2022-09-30	$1,140,505	15,869	+58.9%	Shares	Sole	2022-10-21
2022-06-30	$631,105	9,989	+4.7%	Shares	Sole	2022-08-09
2022-03-31	$804,654	9,544	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.