Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$55,823
-$4,512 QoQ
Shares Held
605
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,071
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026Westfuller Advisors, LLC holds $2,344,996 across 11 Capital Markets names. SCHW ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,971 | $1,993,410 | |
| 2 | MS |
Morgan Stanley
|
468 | $97,830 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
763 | $76,513 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
605 | $55,823 | |
| 5 | LAZ |
Lazard, Inc.
|
1,282 | $53,767 | |
| 6 | HUT |
Hut 8 Corp.
|
314 | $36,249 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
532 | $14,566 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67 | $8,986 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,823 | 605 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $60,335 | 642 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $72,035 | 721 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $70,265 | 736 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||