Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,563
-$252 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,193
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aventura Private Wealth, LLC holds $3,945,343 across 10 Capital Markets names. SCHW ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,978 | $2,921,961 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,030 | $504,408 | |
| 3 | GS |
Goldman Sachs Group Inc
|
323 | $326,672 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,240 | $56,434 | |
| 5 | MARA |
MARA Holdings, Inc.
|
2,974 | $41,308 | |
| 6 | IREN |
IREN Ltd
|
780 | $35,669 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,000 | $30,710 | |
| 8 | SCHW |
Schwab Charles Corp
This page
|
147 | $13,563 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,563 | 147 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,815 | 147 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,686 | 147 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $13,556 | 142 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $9,397 | 103 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $7,436 | 95 | Shares | Sole | 2026-01-07 | |
| 2024-12-31 | $5,180 | 70 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||