SMART Wealth LLC

Position in SCHW — Schwab Charles Corp

CIK 2044723 Omaha, NE

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$238,425

-$584,839 QoQ

Shares Held

2,584

-70.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,875

of 2,304 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMART Wealth LLC holds $1,756,619 across 4 Capital Markets names. SCHW ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,907	$1,025,759
2	SNEX	StoneX Group Inc.	3,442	$271,957
3	SCHW	Schwab Charles Corp This page	2,584	$238,425
4	GS	Goldman Sachs Group Inc	218	$220,478

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,425	2,584	-70.5%	Shares	Sole	2026-08-06
2026-03-31	$823,264	8,760	-21.1%	Shares	Sole	2026-04-23
2025-12-31	$1,108,601	11,096	-8.2%	Shares	Sole	2026-01-26
2025-09-30	$1,153,754	12,085	+294.2%	Shares	Sole	2025-11-07
2025-06-30	$279,741	3,066	+18.5%	Shares	Sole	2025-08-13
2025-03-31	$202,510	2,587	-7.7%	Shares	Sole	2025-04-29
2024-06-30	$206,479	2,802	+12.4%	Shares	Sole	2024-12-16
2022-12-31	$207,483	2,492	—	Shares	Sole	2024-12-16
No filing history on record for this holder in this stock.