Acumen Wealth Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1939202 CHATTANOOGA, TN

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$16,239

-$49,828 QoQ

Shares Held

176

-75.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,180

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $994,181 across 6 Capital Markets names. SCHW ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	6,512	$653,023
2	GS	Goldman Sachs Group Inc	296	$299,365
3	IREN	IREN Ltd	383	$17,514
4	SCHW	Schwab Charles Corp This page	176	$16,239
5	TW	Tradeweb Markets Inc.	42	$4,185
6	CLSK	Cleanspark, Inc.	265	$3,855

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,239	176	-75.0%	Shares	Sole	2026-08-03
2026-03-31	$66,067	703	+8.3%	Shares	Sole	2026-05-13
2025-12-31	$64,841	649	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.