Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$525,724
+$132,179 QoQ
Shares Held
5,594
+42.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Gibbs Wealth Management holds $5,391,335 across 5 Capital Markets names. SCHW ranks #5 (9.8% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $525,724 | 5,594 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $393,545 | 3,939 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $407,370 | 4,267 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $423,262 | 4,639 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $342,005 | 4,369 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||