Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$915,686
-$113,582 QoQ
Shares Held
9,924
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,255
of 2,304 holders
Holding Since
Jun 2024
9 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, 2026Drucker Wealth 3.0, LLC holds $3,174,189 across 5 Capital Markets names. SCHW ranks #2 (28.8% of the industry book) .
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,686 | 9,924 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,029,268 | 10,952 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,105,503 | 11,065 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $1,276,433 | 13,370 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,616,134 | 17,713 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $2,241,156 | 28,630 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $2,777,225 | 37,525 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $2,599,982 | 40,117 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,901,543 | 39,375 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||