Synergy Investment Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$104,818
+$18,358 QoQ
Shares Held
1,136
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,014
of 2,301 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $273,457 across 8 Capital Markets names. SCHW ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,136 | $104,818 | |
| 2 | MS |
Morgan Stanley
|
334 | $69,818 | |
| 3 | GS |
Goldman Sachs Group Inc
|
44 | $44,499 | |
| 4 | IREN |
IREN Ltd
|
804 | $36,766 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
156 | $15,643 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3 | $845 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
25 | $767 | |
| 8 | PJT |
PJT Partners Inc.
|
2 | $301 |
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,818 | 1,136 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $86,460 | 920 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $67,164 | 858 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $63,426 | 857 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||