Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$515,697
-$9,369 QoQ
Shares Held
5,589
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,500
of 2,303 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, 2026BURLING WEALTH PARTNERS, LLC holds $2,816,832 across 3 Capital Markets names. SCHW ranks #3 (18.3% 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 | $515,697 | 5,589 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $525,066 | 5,587 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $703,266 | 7,039 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $700,654 | 7,339 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $669,610 | 7,339 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $695,361 | 8,883 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $894,040 | 12,080 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||