Quotient Wealth Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 2004904 DALLAS, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$499,734

-$86,701 QoQ

Shares Held

5,416

-13.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,509

of 2,304 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $3,616,125 across 4 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,521	$1,538,293
2	MS	Morgan Stanley	5,628	$1,176,477
3	SCHW	Schwab Charles Corp This page	5,416	$499,734
4	HOOD	Robinhood Markets, Inc.	4,005	$401,621

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,734	5,416	-13.2%	Shares	Sole	2026-08-03
2026-03-31	$586,435	6,240	+7.8%	Shares	Sole	2026-04-16
2025-12-31	$578,478	5,790	-7.8%	Shares	Sole	2026-01-22
2025-09-30	$599,647	6,281	+2.5%	Shares	Sole	2025-10-10
2025-06-30	$558,845	6,125	+33.4%	Shares	Sole	2025-07-29
2025-03-31	$359,540	4,593	+11.6%	Shares	Sole	2025-04-30
2024-12-31	$304,477	4,114	-0.5%	Shares	Sole	2025-01-28
2024-09-30	$267,924	4,134	-16.3%	Shares	Sole	2024-10-09
2024-06-30	$364,028	4,940	+18.1%	Shares	Sole	2024-07-24
2024-03-31	$302,670	4,184	+26.3%	Shares	Sole	2024-05-14
2023-12-31	$228,003	3,314	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.