Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$490,322
+$187,587 QoQ
Shares Held
5,314
+67.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,519
of 2,304 holders
Holding Since
Dec 2024
5 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, 2026Maridea Wealth Management LLC holds $20,716,389 across 8 Capital Markets names. SCHW ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
278,344 | $12,728,671 | |
| 2 | CLSK |
Cleanspark, Inc.
|
207,047 | $3,012,533 | |
| 3 | TW |
Tradeweb Markets Inc.
|
17,859 | $1,779,827 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
11,462 | $997,652 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,064 | $874,056 | |
| 6 | PIPR |
Piper Sandler Companies
|
8,523 | $616,553 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
5,314 | $490,322 | |
| 8 | SF |
Stifel Financial Corp
|
3,107 | $216,775 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,322 | 5,314 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $302,735 | 3,171 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $472,258 | 5,176 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $262,864 | 3,358 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $301,516 | 4,074 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||