Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$224,769
-$3,978 QoQ
Shares Held
2,436
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,896
of 2,303 holders
Holding Since
Dec 2025
3 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $550,035 across 2 Capital Markets names. SCHW ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,556 | $325,266 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,436 | $224,769 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,769 | 2,436 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $228,747 | 2,434 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $218,603 | 2,188 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||