OneAscent Investment Solutions LLC
Position in SCHW — Schwab Charles Corp
CIK 1974438
BIRMINGHAM, AL
Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$341,306
-$124,928 QoQ
Shares Held
3,699
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,672
of 2,304 holders
Holding Since
Mar 2026
2 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, 2026OneAscent Investment Solutions LLC holds $901,830 across 3 Capital Markets names. SCHW ranks #1 (37.8% of the industry book) .
All Filings in SCHW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,306 | 3,699 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $466,234 | 4,961 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||