Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$479,804
-$8,892 QoQ
Shares Held
5,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,528
of 2,303 holders
Holding Since
Dec 2024
7 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, 2026Trace Wealth Advisors, LLC holds $1,031,492 across 3 Capital Markets names. SCHW ranks #1 (46.5% 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 | $479,804 | 5,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $488,696 | 5,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $519,532 | 5,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $496,444 | 5,200 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $474,448 | 5,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $407,056 | 5,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $384,852 | 5,200 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||