Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,547,550
+$1,332,057 QoQ
Shares Held
16,772
+631.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,021
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, 2026Elyxium Wealth, LLC holds $11,486,862 across 4 Capital Markets names. SCHW ranks #3 (13.5% 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 | $1,547,550 | 16,772 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $215,493 | 2,293 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $290,036 | 2,903 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $310,848 | 3,256 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $219,523 | 2,406 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||