LeConte Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 2060443 Maryville, TN

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$213,143

+$3,192 QoQ

Shares Held

2,310

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,921

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $1,677,197 across 4 Capital Markets names. SCHW ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	534	$540,071
2	HOOD	Robinhood Markets, Inc.	5,047	$506,113
3	MS	Morgan Stanley	1,999	$417,870
4	SCHW	Schwab Charles Corp This page	2,310	$213,143

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,143	2,310	+3.4%	Shares	Sole	2026-08-07
2026-03-31	$209,951	2,234	+6.2%	Shares	Sole	2026-05-12
2025-12-31	$210,210	2,104	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.