Third View Private Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 2083406 WESTPORT, CT

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$489,861

+$224,838 QoQ

Shares Held

5,309

+88.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,519

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Third View Private Wealth, LLC holds $2,519,084 across 3 Capital Markets names. SCHW ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	3,732	$1,051,229
2	GS	Goldman Sachs Group Inc	967	$977,994
3	SCHW	Schwab Charles Corp This page	5,309	$489,861

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,861	5,309	+88.3%	Shares	Other	2026-07-27
2026-03-31	$265,023	2,820	+36.0%	Shares	Other	2026-04-15
2025-12-31	$207,113	2,073	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.