Copia Wealth Management

Position in SCHW — Schwab Charles Corp

CIK 2058771 BEND, OR

Position in SCHW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,291

New position

Shares Held

14

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,280

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Copia Wealth Management holds $32,860 across 4 Capital Markets names. SCHW ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HIVE	HIVE Digital Technologies Ltd.	5,650	$20,566
2	HOOD	Robinhood Markets, Inc.	103	$10,328
3	SCHW	Schwab Charles Corp This page	14	$1,291
4	FIGR	Figure Technology Solutions, Inc.	22	$675

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,291	14	—	Shares	Sole	2026-08-18
No filing history on record for this holder in this stock.