Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,531
+$2,401 QoQ
Shares Held
190
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,172
of 2,303 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $112,633 across 8 Capital Markets names. SCHW ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
335 | $70,028 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
190 | $17,531 | |
| 3 | GS |
Goldman Sachs Group Inc
|
14 | $14,159 | |
| 4 | PJT |
PJT Partners Inc.
|
24 | $3,622 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
24 | $3,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8 | $2,253 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
13 | $1,303 | |
| 8 | NMR |
Nomura Holdings Inc
|
59 | $518 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,531 | 190 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,130 | 161 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,384 | 174 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,611 | 174 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,875 | 174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,542 | 173 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $13,674 | 211 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,199 | 57 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||