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Quadcap Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 2009674 Frisco, TX

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$814,005
-$519 QoQ
Shares Held
8,822
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,298
of 2,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Quadcap Wealth Management, LLC holds $4,951,248 across 5 Capital Markets names. SCHW ranks #3 (16.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SCHW
Schwab Charles Corp
This page
8,822 $814,005

All Filings in SCHW

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $814,005 8,822
2026-03-31 $814,524 8,667
2025-12-31 $861,424 8,622
2025-09-30 $828,584 8,679
2025-06-30 $790,503 8,664
2025-03-31 $667,571 8,528
2024-12-31 $627,974 8,485
2024-09-30 $558,791 8,622
2024-06-30 $624,670 8,477
2024-03-31 $620,387 8,576