SmartHarvest Portfolios, LLC

Position in SCHW — Schwab Charles Corp

CIK 2066604 SEATTLE, WA

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$411,985

-$41,374 QoQ

Shares Held

4,465

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,591

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SmartHarvest Portfolios, LLC holds $3,643,805 across 6 Capital Markets names. SCHW ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,445	$1,461,429
2	MS	Morgan Stanley	4,793	$1,001,928
3	HUT	Hut 8 Corp.	3,748	$432,687
4	SCHW	Schwab Charles Corp This page	4,465	$411,985
5	HOOD	Robinhood Markets, Inc.	2,286	$229,240
6	NMR	Nomura Holdings Inc	12,134	$106,536

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,985	4,465	-7.4%	Shares	Sole	2026-08-04
2026-03-31	$453,359	4,824	-25.1%	Shares	Sole	2026-04-21
2025-12-31	$643,820	6,444	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.