Werba Rubin Papier Wealth Management
Position in SCHW — Schwab Charles Corp
CIK 1971029
SAN JOSE, CA
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$292,311
-$75,996 QoQ
Shares Held
3,168
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,764
of 2,303 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Werba Rubin Papier Wealth Management holds $1,936,672 across 5 Capital Markets names. SCHW ranks #3 (15.1% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,311 | 3,168 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $368,307 | 3,919 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $345,988 | 3,463 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||