Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$812,897
-$9,614 QoQ
Shares Held
8,810
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,307
of 2,314 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $10,929,274 across 12 Capital Markets names. SCHW ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,071 | $3,986,600 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,273 | $2,298,841 | |
| 3 | HUT |
Hut 8 Corp.
|
15,752 | $1,818,489 | |
| 4 | SCHW |
Schwab Charles Corp
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|
8,810 | $812,897 | |
| 5 | IREN |
IREN Ltd
|
8,929 | $408,323 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
28,279 | $376,393 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,139 | |
| 8 | WULF |
Terawulf Inc.
|
12,543 | $309,811 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,897 | 8,810 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $822,511 | 8,752 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $863,820 | 8,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $650,244 | 6,811 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $760,027 | 8,330 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $568,154 | 7,258 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $807,596 | 10,912 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $322,298 | 4,973 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $359,090 | 4,873 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $341,154 | 4,716 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||