Beverly Hills Private Wealth, LLC
Position in SCHW — Schwab Charles Corp
CIK 1965710
BEVERLY HILLS, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,492,043
+$462,833 QoQ
Shares Held
124,548
+6.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#479
of 2,304 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)
Derivatives in SCHW
reported options exposure · as of Jun 30, 2026CallValue
$405,988
CallShares
4,400
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, 2026Beverly Hills Private Wealth, LLC holds $18,864,676 across 4 Capital Markets names. SCHW ranks #1 (60.9% of the industry book) .
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,492,043 | 124,548 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $405,988 | 4,400 | Call | Sole | 2026-08-07 | |
| 2026-03-31 | $11,029,210 | 117,357 | Shares | Defined | 2026-05-04 | |
| 2026-03-31 | $319,532 | 3,400 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $289,739 | 2,900 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $10,928,754 | 109,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,977,090 | 104,505 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $276,863 | 2,900 | Call | Sole | 2025-11-10 | |
| 2025-06-30 | $264,596 | 2,900 | Call | Sole | 2025-07-29 | |
| 2025-06-30 | $9,352,372 | 102,503 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $227,012 | 2,900 | Call | Sole | 2025-04-30 | |
| 2025-03-31 | $7,353,855 | 93,943 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,313,791 | 85,310 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,153,493 | 79,517 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,336,627 | 72,420 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,998,328 | 69,095 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,673,375 | 67,927 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,829,657 | 69,757 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,885,378 | 139,121 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,654,146 | 50,671 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,081,416 | 24,999 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||