Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$8,304
-$154 QoQ
Shares Held
90
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 690 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, 2026Reyes Financial Architecture, Inc. holds $781,213 across 4 Capital Markets names. SCHW ranks #3 (1.1% 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 | $8,304 | 90 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,458 | 90 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,991 | 90 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,592 | 90 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,211 | 90 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,045 | 90 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,660 | 90 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||