Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$259,186
-$12,228 QoQ
Shares Held
2,809
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,822
of 2,303 holders
Holding Since
Mar 2025
6 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, 2026Traveka Wealth, LLC holds $466,971 across 2 Capital Markets names. SCHW ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,809 | $259,186 | |
| 2 | MS |
Morgan Stanley
|
994 | $207,785 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,186 | 2,809 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $271,414 | 2,888 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $302,927 | 3,032 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $275,526 | 2,886 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $259,212 | 2,841 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $213,234 | 2,724 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||