Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,872
-$21,047 QoQ
Shares Held
107
-67.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,213
of 2,304 holders
Holding Since
Sep 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, 2026Abound Wealth Management holds $224,967 across 15 Capital Markets names. SCHW ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
159 | $160,807 | |
| 2 | MS |
Morgan Stanley
|
159 | $33,237 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
107 | $9,872 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
110 | $9,574 | |
| 5 | IREN |
IREN Ltd
|
201 | $9,191 | |
| 6 | SNEX |
StoneX Group Inc.
|
6 | $474 | |
| 7 | EVR |
Evercore Inc.
|
1 | $341 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 |
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,872 | 107 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $30,919 | 329 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $36,067 | 361 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $26,254 | 275 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $24,178 | 265 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,239 | 233 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $21,018 | 284 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $18,924 | 292 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $19,012 | 258 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,676 | 272 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $18,851 | 274 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $31,293 | 570 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $30,097 | 531 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $25,142 | 480 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $37,050 | 445 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $38,737 | 539 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||