Modern Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 2001900 KANSAS CITY, MO

Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$822,511

-$41,309 QoQ

Shares Held

8,752

+1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Mar 31, 2026

Modern Wealth Management, LLC holds $4,599,570 across 6 Capital Markets names. SCHW ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	9,882	$1,626,278
2	GS	Goldman Sachs Group Inc	1,419	$1,200,456
3	SCHW	Schwab Charles Corp This page	8,752	$822,511
4	HUT	Hut 8 Corp.	15,752	$738,926
5	HOOD	Robinhood Markets, Inc.	3,037	$210,462
6	ABTC	American Bitcoin Corp.	15,219	$937

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$822,511	8,752	+1.2%	Shares	Other	2026-05-14
2025-12-31	$863,820	8,646	+26.9%	Shares	Sole	2026-02-17
2025-09-30	$650,244	6,811	-18.2%	Shares	Other	2025-11-12
2025-06-30	$760,027	8,330	+14.8%	Shares	Other	2025-11-12
2025-03-31	$568,233	7,259	+4.9%	Shares	Other	2025-05-15
2024-12-31	$512,223	6,921	+39.1%	Shares	Sole	2025-02-11
2024-09-30	$322,494	4,976	+2.1%	Shares	Sole	2024-11-05
2024-06-30	$359,312	4,876	+2.8%	Shares	Sole	2024-08-08
2024-03-31	$343,253	4,745	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.