Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,951,300
-$1,094,527 QoQ
Shares Held
53,661
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#648
of 2,304 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $60,542,988 across 20 Capital Markets names. SCHW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
112,084 | $23,430,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,781 | $20,005,909 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
53,661 | $4,951,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,840 | $2,591,235 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,775 | $2,190,062 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
13,075 | $1,138,048 | |
| 7 | EVR |
Evercore Inc.
|
3,171 | $1,082,706 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20,962 | $1,047,680 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,951,300 | 53,661 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,045,827 | 64,331 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,954,036 | 59,594 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,380,498 | 56,358 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,908,812 | 42,841 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,144,612 | 52,946 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,371,599 | 45,556 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,055,467 | 47,145 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,436,191 | 33,060 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,887,495 | 26,092 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,573,318 | 22,868 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,279,170 | 23,300 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,273,996 | 22,477 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $804,085 | 15,351 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,058,734 | 12,716 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $596,305 | 8,297 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $421,284 | 6,668 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $496,080 | 5,884 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $295,191 | 3,510 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||