Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,833
-$11,961 QoQ
Shares Held
345
-26.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,111
of 2,291 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $257,449 across 9 Capital Markets names. SCHW ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
1,290 | $112,281 | |
| 2 | GS |
Goldman Sachs Group Inc
|
59 | $59,670 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
345 | $31,833 | |
| 4 | MS |
Morgan Stanley
|
135 | $28,220 | |
| 5 | SNEX |
StoneX Group Inc.
|
183 | $14,457 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
53 | $5,314 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
13 | $3,661 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
66 | $1,804 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,833 | 345 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $43,794 | 466 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $33,669 | 337 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $30,168 | 316 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $28,101 | 308 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23,249 | 297 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,870 | 282 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $18,600 | 287 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $23,359 | 317 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,736 | 259 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,489 | 167 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||