Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$918,916
-$193,337 QoQ
Shares Held
9,959
-15.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,252
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, 2026GC Wealth Management RIA, LLC holds $17,479,724 across 5 Capital Markets names. SCHW ranks #4 (5.3% 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 | $918,916 | 9,959 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,112,253 | 11,835 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,286,640 | 12,878 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,772,925 | 29,045 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,412,030 | 15,476 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $407,603 | 5,207 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $364,203 | 4,921 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $633,064 | 9,768 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $375,524 | 5,096 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $370,019 | 5,115 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||