Ducere Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 2083656 NEWPORT BEACH, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,735,875

+$363,204 QoQ

Shares Held

18,813

+28.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#980

of 2,303 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ducere Wealth Management LLC holds $2,401,916 across 3 Capital Markets names. SCHW ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	18,813	$1,735,875
2	GS	Goldman Sachs Group Inc	419	$423,764
3	MS	Morgan Stanley	1,159	$242,277

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,735,875	18,813	+28.8%	Shares	Defined	2026-07-28
2026-03-31	$1,372,671	14,606	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.