Position in SCHW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$526,400
-$48,945 QoQ
Shares Held
5,705
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,487
of 2,304 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Dec 31, 2025CallValue
$39,964
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Centurion Wealth Management LLC holds $1,396,853 across 4 Capital Markets names. SCHW ranks #1 (37.7% of the industry book) .
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,400 | 5,705 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $575,345 | 6,122 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,964 | 400 | Call | Sole | 2026-01-14 | |
| 2025-12-31 | $621,540 | 6,221 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $616,927 | 6,462 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $574,812 | 6,300 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $521,266 | 6,659 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $492,832 | 6,659 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $461,771 | 7,125 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $446,410 | 6,171 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $478,985 | 6,962 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $350,316 | 6,381 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $322,452 | 5,689 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $287,147 | 5,482 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $462,759 | 5,558 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||