Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$265,829
-$18,366 QoQ
Shares Held
2,881
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,811
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026Pines Wealth Management, LLC holds $2,694,635 across 3 Capital Markets names. SCHW ranks #3 (9.9% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,829 | 2,881 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $284,195 | 3,024 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $242,581 | 2,428 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $240,966 | 2,524 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $261,037 | 2,861 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||