VSM Wealth Advisory, LLC

Position in SCHW — Schwab Charles Corp

CIK 2050660 HUNT VALLEY, MD

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$91,162

-$1,502 QoQ

Shares Held

988

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,033

of 2,304 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VSM Wealth Advisory, LLC holds $280,242 across 5 Capital Markets names. SCHW ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	988	$91,162
2	MS	Morgan Stanley	431	$90,096
3	JEF	Jefferies Financial Group Inc.	1,488	$74,370
4	GS	Goldman Sachs Group Inc	15	$15,170
5	PURR	Hyperliquid Strategies Inc	1,200	$9,444

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$91,162	988	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$92,664	986	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$98,411	985	+0.2%	Shares	Sole	2026-02-06
2025-09-30	$93,847	983	-44.4%	Shares	Sole	2025-11-13
2025-06-30	$161,403	1,769	+80.5%	Shares	Sole	2025-08-11
2025-03-31	$76,714	980	+0.2%	Shares	Sole	2025-05-06
2024-12-31	$72,381	978	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.