Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$561,093
+$2,382 QoQ
Shares Held
6,081
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,455
of 2,309 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $2,539,923 across 4 Capital Markets names. SCHW ranks #2 (22.1% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,093 | 6,081 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $558,711 | 5,945 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $548,306 | 5,488 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $523,939 | 5,488 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $500,725 | 5,488 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $409,874 | 5,236 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $387,516 | 5,236 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||