Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,179,993
+$647,702 QoQ
Shares Held
34,464
+27.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#778
of 2,304 holders
Holding Since
Mar 2026
2 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, 2026Signal Advisors Wealth, LLC holds $5,732,252 across 3 Capital Markets names. SCHW ranks #1 (55.5% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,179,993 | 34,464 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,532,291 | 26,945 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||