Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,145,462
-$90,510 QoQ
Shares Held
23,252
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#909
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, 2026AVISO WEALTH MANAGEMENT holds $7,730,183 across 3 Capital Markets names. SCHW ranks #2 (27.8% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,462 | 23,252 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,235,972 | 23,792 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,313,915 | 23,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,971,455 | 20,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,833,832 | 20,099 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,475,812 | 18,853 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,005,795 | 13,590 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $949,077 | 14,644 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,158,333 | 15,719 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,226,090 | 16,949 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,166,091 | 16,949 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||