Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,997
-$111 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,236
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, 2026Holos Integrated Wealth LLC holds $49,428 across 4 Capital Markets names. SCHW ranks #4 (12.1% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,997 | 65 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,108 | 65 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,494 | 65 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,205 | 65 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $5,930 | 65 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,088 | 65 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $4,810 | 65 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||