Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,424,139
+$269,795 QoQ
Shares Held
37,110
+10.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#764
of 2,314 holders
Holding Since
Jun 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,546,888 across 17 Capital Markets names. SCHW ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,139 | 37,110 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,154,344 | 33,564 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $511,838 | 5,123 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $421,213 | 4,412 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $405,014 | 4,439 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,011 | 4,714 | Shares | Sole | 2025-05-01 | |
| 2024-06-30 | $1,949,174 | 26,451 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||