Alteri Wealth LLC

Position in SCHW — Schwab Charles Corp

CIK 2054980 WESTLAKE VILLAGE, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$291,111

-$11,880 QoQ

Shares Held

3,155

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,770

of 2,304 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Alteri Wealth LLC holds $2,242,770 across 4 Capital Markets names. SCHW ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,080	$1,092,279
2	MS	Morgan Stanley	2,299	$480,582
3	JEF	Jefferies Financial Group Inc.	7,579	$378,798
4	SCHW	Schwab Charles Corp This page	3,155	$291,111

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,111	3,155	-2.1%	Shares	Sole	2026-07-29
2026-03-31	$302,991	3,224	+57.9%	Shares	Sole	2026-05-06
2025-12-31	$204,016	2,042	-15.9%	Shares	Sole	2026-02-11
2025-06-30	$221,530	2,428	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.