Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,596
-$2,621 QoQ
Shares Held
104
-20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,213
of 2,303 holders
Holding Since
Jun 2025
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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $306,155 across 9 Capital Markets names. SCHW ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
151 | $152,716 | |
| 2 | IREN |
IREN Ltd
|
1,000 | $45,730 | |
| 3 | MS |
Morgan Stanley
|
194 | $40,553 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
231 | $23,164 | |
| 5 | CLSK |
Cleanspark, Inc.
|
1,000 | $14,550 | |
| 6 | MARA |
MARA Holdings, Inc.
|
750 | $10,417 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
104 | $9,596 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
425 | $5,656 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,596 | 104 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $12,217 | 130 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,894 | 59 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $381 | 4 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $17,974 | 197 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||