Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$449,723
-$17,075 QoQ
Shares Held
4,874
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,555
of 2,304 holders
Holding Since
Jun 2022
16 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, 2026Quantum Financial Advisors, LLC holds $2,034,553 across 4 Capital Markets names. SCHW ranks #3 (22.1% of the industry book) .
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,723 | 4,874 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $466,798 | 4,967 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $493,055 | 4,935 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $351,997 | 3,687 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $336,401 | 3,687 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $288,618 | 3,687 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $272,874 | 3,687 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $238,954 | 3,687 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $271,842 | 3,689 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $266,862 | 3,689 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $254,628 | 3,701 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $203,130 | 3,700 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $209,716 | 3,700 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $303,815 | 3,649 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $261,606 | 3,640 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $229,406 | 3,631 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||