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ABOUND FINANCIAL, LLC

Position in SCHW — Schwab Charles Corp

CIK 2024264 GRANITE BAY, CA

Position in SCHW

as of Mar 31, 2026 · filed May 4, 2026
Position Value
$110,238
-$6,956 QoQ
Shares Held
1,173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

ABOUND FINANCIAL, LLC holds $351,008 across 11 Capital Markets names. SCHW ranks #1 (31.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
This page
1,173 $110,238

All Filings in SCHW

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $110,238 1,173
2025-12-31 $117,194 1,173
2025-03-31 $91,822 1,173