Goldstein Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1963807 Madison, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$638,139

New position

Shares Held

6,916

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,399

of 2,301 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goldstein Advisors, LLC holds $1,365,356 across 3 Capital Markets names. SCHW ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	6,916	$638,139
2	MS	Morgan Stanley	2,269	$474,311
3	HOOD	Robinhood Markets, Inc.	2,522	$252,906

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,139	6,916	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.