Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,491
-$46 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,268
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vision Retirement, LLC holds $2,878,435 across 7 Capital Markets names. SCHW ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,496 | $2,524,379 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,043 | $293,792 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
1,185 | $32,445 | |
| 4 | IREN |
IREN Ltd
|
327 | $14,953 | |
| 5 | HIVE |
HIVE Digital Technologies Ltd.
|
2,024 | $7,367 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
30 | $3,008 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
27 | $2,491 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,491 | 27 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,537 | 27 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,697 | 27 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||