Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,222,762
+$126,016 QoQ
Shares Held
13,252
+13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,123
of 2,304 holders
Holding Since
Dec 2022
10 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $8,410,197 across 8 Capital Markets names. SCHW ranks #5 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,888 | $1,909,466 | |
| 2 | EVR |
Evercore Inc.
|
4,894 | $1,671,007 | |
| 3 | MS |
Morgan Stanley
|
7,661 | $1,601,455 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
13,620 | $1,365,813 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
13,252 | $1,222,762 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
17,000 | $522,070 | |
| 7 | NMR |
Nomura Holdings Inc
|
12,226 | $107,344 | |
| 8 | DEFT |
Defi Technologies, Inc.
|
20,000 | $10,280 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,762 | 13,252 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,096,746 | 11,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,059,945 | 10,609 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $837,844 | 8,776 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $803,733 | 8,809 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $412,379 | 5,268 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $384,407 | 5,194 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $207,363 | 2,814 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $209,351 | 2,894 | Shares | Sole | 2024-05-08 | |
| 2022-12-31 | $202,321 | 2,430 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||