Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$287,144
-$716 QoQ
Shares Held
3,112
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,777
of 2,304 holders
Holding Since
Dec 2023
10 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, 2026LJI Wealth Management, LLC holds $935,110 across 3 Capital Markets names. SCHW ranks #3 (30.7% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,144 | 3,112 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $287,860 | 3,063 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $306,024 | 3,063 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $267,506 | 2,802 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $255,654 | 2,802 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $219,340 | 2,802 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $207,376 | 2,802 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $228,586 | 3,102 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,398 | 3,102 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,417 | 3,102 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||