Noble Wealth Management PBC
Position in SCHW — Schwab Charles Corp
CIK 2055065
GREENWOOD VILLAGE, CO
Position in SCHW
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$401,951
-$63,250 QoQ
Shares Held
4,439
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,600
of 2,304 holders
Holding Since
Dec 2024
6 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, 2026Noble Wealth Management PBC holds $460,746 across 8 Capital Markets names. SCHW ranks #1 (87.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
4,439 | $401,951 | |
| 2 | MS |
Morgan Stanley
|
181 | $37,836 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
120 | $10,444 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
58 | $5,816 | |
| 5 | MC |
Moelis & Co
|
24 | $1,570 | |
| 6 | LAZ |
Lazard, Inc.
|
33 | $1,384 | |
| 7 | MARA |
MARA Holdings, Inc.
|
66 | $916 | |
| 8 | SNEX |
StoneX Group Inc.
|
10 | $829 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,951 | 4,439 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $465,201 | 4,950 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $591,966 | 5,925 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $670,676 | 7,025 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $598,842 | 7,650 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $645,737 | 8,725 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||