Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$203,363
-$3,111 QoQ
Shares Held
2,204
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,945
of 2,304 holders
Holding Since
Mar 2023
5 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, 2026Grey Fox Wealth Advisors, LLC holds $1,201,529 across 2 Capital Markets names. SCHW ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,775 | $998,166 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,204 | $203,363 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,363 | 2,204 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $206,474 | 2,197 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $218,702 | 2,189 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $208,124 | 2,180 | Shares | Sole | 2025-10-29 | |
| 2023-03-31 | $108,059 | 2,063 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||