UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Position in SCHW — Schwab Charles Corp
CIK 2011649
PITTSBURGH, PA
Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$376,277
-$6,973 QoQ
Shares Held
4,078
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,632
of 2,304 holders
Holding Since
Dec 2023
11 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, 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $968,874 across 3 Capital Markets names. SCHW ranks #2 (38.8% of the industry book) .
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,277 | 4,078 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $383,250 | 4,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $411,829 | 4,122 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,527 | 4,122 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $376,456 | 4,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $300,438 | 3,838 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $278,277 | 3,760 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,640 | 3,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,734 | 3,199 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $220,854 | 3,053 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $214,587 | 3,119 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||