Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$714,169
-$13,236 QoQ
Shares Held
7,740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,359
of 2,303 holders
Holding Since
Dec 2022
15 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, 2026VIAWEALTH, LLC holds $1,831,317 across 3 Capital Markets names. SCHW ranks #1 (39.0% of the industry book) .
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,169 | 7,740 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $727,405 | 7,740 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $773,303 | 7,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $800,038 | 8,380 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $840,137 | 9,208 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $734,501 | 9,383 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $694,435 | 9,383 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $651,210 | 10,048 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $701,234 | 9,516 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $688,387 | 9,516 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $850,024 | 12,355 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $689,214 | 12,554 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $622,459 | 10,982 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $379,231 | 7,240 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $405,059 | 4,865 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||