XXI WEALTH, LLC

Position in SCHW — Schwab Charles Corp

CIK 2047463 CHICAGO, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,107,240

-$18,922 QoQ

Shares Held

12,000

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,169

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

XXI WEALTH, LLC holds $3,792,050 across 4 Capital Markets names. SCHW ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,087	$2,110,729
2	SCHW	Schwab Charles Corp This page	12,000	$1,107,240
3	HOOD	Robinhood Markets, Inc.	3,117	$312,572
4	MS	Morgan Stanley	1,251	$261,509

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,107,240	12,000	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$1,126,162	11,983	-3.4%	Shares	Sole	2026-05-07
2025-12-31	$1,239,283	12,404	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.