Position in SCHW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,736,092
+$11,246 QoQ
Shares Held
18,473
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SAGESPRING WEALTH PARTNERS, LLC holds $16,779,859 across 8 Capital Markets names. SCHW ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,442 | $8,833,827 | |
| 2 | MS |
Morgan Stanley
|
22,380 | $3,683,076 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
18,473 | $1,736,092 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,199 | $776,090 | |
| 5 | NAKA |
Nakamoto Inc.
|
78,915 | $697,608 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
6,249 | $419,120 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,163 | $349,865 | |
| 8 | EVR |
Evercore Inc.
|
952 | $284,181 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,736,092 | 18,473 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,724,846 | 17,264 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,516,350 | 15,883 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,305,918 | 14,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $707,338 | 9,036 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $466,559 | 6,304 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||