PROATHLETE WEALTH MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 2012065 BOCA RATON, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$116,905

-$1,978 QoQ

Shares Held

1,267

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,001

of 2,304 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PROATHLETE WEALTH MANAGEMENT LLC holds $818,817 across 5 Capital Markets names. SCHW ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,343	$698,820
2	SCHW	Schwab Charles Corp This page	1,267	$116,905
3	SNEX	StoneX Group Inc.	22	$1,777
4	CRCL	Circle Internet Group, Inc.	13	$814
5	HOOD	Robinhood Markets, Inc.	5	$501

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,905	1,267	+0.2%	Shares	Sole	2026-07-21
2026-03-31	$118,883	1,265	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$126,186	1,263	+3.0%	Shares	Sole	2026-01-28
2025-09-30	$117,045	1,226	-0.8%	Shares	Sole	2025-10-07
2025-06-30	$112,770	1,236	+1.1%	Shares	Sole	2025-07-14
2025-03-31	$95,736	1,223	—	Shares	Sole	2025-04-21
No filing history on record for this holder in this stock.