Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$198,011
-$6,865 QoQ
Shares Held
2,146
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,957
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $356,638 across 12 Capital Markets names. SCHW ranks #1 (55.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,146 | $198,011 | |
| 2 | GS |
Goldman Sachs Group Inc
|
150 | $151,705 | |
| 3 | SNEX |
StoneX Group Inc.
|
20 | $1,540 | |
| 4 | BGC |
BGC Group, Inc.
|
83 | $887 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
14 | $833 | |
| 6 | MARA |
MARA Holdings, Inc.
|
56 | $777 | |
| 7 | LAZ |
Lazard, Inc.
|
14 | $587 | |
| 8 | MC |
Moelis & Co
|
8 | $523 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,011 | 2,146 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $204,876 | 2,180 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $209,511 | 2,097 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||