Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$711,124
-$13,085 QoQ
Shares Held
7,707
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,362
of 2,304 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,594,918 across 3 Capital Markets names. SCHW ranks #1 (44.6% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,124 | 7,707 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $724,209 | 7,706 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $810,769 | 8,115 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $750,489 | 7,861 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||