Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,060,828
-$1,450,010 QoQ
Shares Held
11,497
-54.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,182
of 2,304 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $70,241,807 across 10 Capital Markets names. SCHW ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
1,000,059 | $24,701,457 | |
| 2 | MS |
Morgan Stanley
|
77,827 | $16,268,956 | |
| 3 | GS |
Goldman Sachs Group Inc
|
13,250 | $13,400,652 | |
| 4 | EVR |
Evercore Inc.
|
19,500 | $6,658,080 | |
| 5 | SNEX |
StoneX Group Inc.
|
37,720 | $4,469,879 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
21,649 | $2,170,961 | |
| 7 | SCHW |
Schwab Charles Corp
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|
11,497 | $1,060,828 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
12,180 | $1,060,147 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,828 | 11,497 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $2,510,838 | 25,131 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,430,236 | 14,981 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,353,362 | 14,833 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,163,553 | 14,864 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $977,302 | 13,205 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $500,462 | 7,722 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $863,130 | 11,713 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $845,654 | 11,690 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,112,289 | 16,167 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,196,435 | 21,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $479,739 | 8,464 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $200,877 | 3,835 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $755,834 | 9,078 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $694,264 | 9,660 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $288,353 | 4,564 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $329,820 | 3,912 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $274,334 | 3,262 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||