FIDUCIARY FAMILY OFFICE, LLC
Family OfficePosition in SCHW — Schwab Charles Corp
CIK 2020280
Boca Raton, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$662,037
+$253,694 QoQ
Shares Held
7,175
+65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,387
of 2,304 holders
Holding Since
Mar 2024
9 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $4,786,586 across 3 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $662,037 | 7,175 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $408,343 | 4,345 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $373,463 | 3,738 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $365,841 | 3,832 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $408,937 | 4,482 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $240,711 | 3,075 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $211,863 | 3,269 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $246,935 | 3,351 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $204,360 | 2,825 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||