Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$371,386
+$8,624 QoQ
Shares Held
4,025
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#1,638
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Broadway Wealth Solutions, Inc. holds $980,230 across 2 Capital Markets names. SCHW ranks #2 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
602 | $608,844 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
4,025 | $371,386 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,386 | 4,025 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $362,762 | 3,860 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $382,455 | 3,828 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $349,897 | 3,665 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $323,445 | 3,545 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $302,082 | 3,859 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $301,738 | 4,077 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||