Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,095,337
-$16,446 QoQ
Shares Held
11,871
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,175
of 2,304 holders
Holding Since
Dec 2022
15 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, 2026Lodestone Wealth Management LLC holds $1,578,280 across 9 Capital Markets names. SCHW ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
11,871 | $1,095,337 | |
| 2 | IREN |
IREN Ltd
|
4,384 | $200,480 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
467 | $131,544 | |
| 4 | GS |
Goldman Sachs Group Inc
|
66 | $66,750 | |
| 5 | MS |
Morgan Stanley
|
159 | $33,237 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
223 | $22,362 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,087 | $14,467 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
224 | $14,029 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,095,337 | 11,871 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,111,783 | 11,830 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,178,038 | 11,791 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,122,440 | 11,757 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,069,606 | 11,723 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $914,858 | 11,687 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $862,068 | 11,648 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $752,573 | 11,612 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $854,288 | 11,593 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $835,744 | 11,553 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $791,819 | 11,509 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $629,099 | 11,459 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $642,524 | 11,336 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $596,084 | 11,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $920,855 | 11,060 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||