Position in SCHW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,154,344
+$2,642,506 QoQ
Shares Held
33,564
+555.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0.20259802168990584.ToString("F0")%
Shared 0.ToString("F0")%
None 99.79740197831009.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $29,501,895 across 16 Capital Markets names. SCHW ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
95,168 | $5,424,576 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,358 | $5,378,804 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
51,477 | $3,567,356 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
33,564 | $3,154,344 | |
| 5 | MS |
Morgan Stanley
|
17,559 | $2,889,684 | |
| 6 | PJT |
PJT Partners Inc.
|
14,565 | $2,035,021 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,618 | $1,962,299 | |
| 8 | FUTU |
Futu Holdings Ltd
|
13,173 | $1,801,539 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||