Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,353,715
+$1,100,625 QoQ
Shares Held
25,509
+85.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#883
of 2,303 holders
Holding Since
Sep 2024
5 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, 2026VCI Wealth Management LLC holds $7,016,561 across 2 Capital Markets names. SCHW ranks #2 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,306 | $4,662,846 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
25,509 | $2,353,715 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,715 | 25,509 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $1,253,090 | 13,734 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $975,838 | 12,466 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,063,671 | 14,372 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,480,325 | 22,841 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||