Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$604,183
-$729,487 QoQ
Shares Held
6,548
-53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,426
of 2,304 holders
Holding Since
Jun 2024
4 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, 2026Triad Wealth Partners, LLC holds $4,310,776 across 3 Capital Markets names. SCHW ranks #3 (14.0% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,183 | 6,548 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,333,670 | 14,191 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,321,509 | 13,227 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $7,590 | 103 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||