Position in SCHW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$36,631
New position
Shares Held
397
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,112
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bullock Wealth Management Group holds $2,270,687 across 7 Capital Markets names. SCHW ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,788 | $791,843 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
8,679 | $755,420 | |
| 3 | GS |
Goldman Sachs Group Inc
|
654 | $661,435 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
397 | $36,631 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
800 | $10,648 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
78 | $7,821 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
110 | $6,889 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,631 | 397 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||