Spartan Wealth Advisory Services LLC
Position in SCHW — Schwab Charles Corp
CIK 2075193
BINGHAM FARMS, MI
Position in SCHW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$240,870
New position
Shares Held
2,563
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Spartan Wealth Advisory Services LLC holds $9,722,352 across 6 Capital Markets names. SCHW ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,040 | $4,263,789 | |
| 2 | MS |
Morgan Stanley
|
22,311 | $3,671,721 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
11,721 | $1,118,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,017 | $416,978 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
2,563 | $240,870 | |
| 6 | ABTC |
American Bitcoin Corp.
|
173,611 | $10,694 |
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $240,870 | 2,563 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||