Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,199
New position
Shares Held
13
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,282
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mosley Wealth Management holds $844,598 across 8 Capital Markets names. SCHW ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,943 | $406,164 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
2,232 | $223,824 | |
| 3 | GS |
Goldman Sachs Group Inc
|
208 | $210,364 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
32 | $1,599 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
13 | $1,199 | |
| 6 | IREN |
IREN Ltd
|
21 | $960 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4 | $348 | |
| 8 | NMR |
Nomura Holdings Inc
|
16 | $140 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199 | 13 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||