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, 2026Quadcap Wealth Management, LLC holds $4,951,248 across 5 Capital Markets names. SCHW ranks #3 (16.4% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,005 | 8,822 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $814,524 | 8,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $861,424 | 8,622 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $828,584 | 8,679 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $790,503 | 8,664 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $667,571 | 8,528 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $627,974 | 8,485 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $558,791 | 8,622 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $624,670 | 8,477 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $620,387 | 8,576 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||