Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$5,074
-$657 QoQ
Shares Held
55
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,244
of 2,304 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Nvest Wealth Strategies, Inc. holds $134,732 across 7 Capital Markets names. SCHW ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
73 | $73,830 | |
| 2 | MS |
Morgan Stanley
|
175 | $36,581 | |
| 3 | PIPR |
Piper Sandler Companies
|
100 | $7,234 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
50 | $6,706 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
55 | $5,074 | |
| 6 | MC |
Moelis & Co
|
75 | $4,906 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4 | $401 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,074 | 55 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $5,731 | 61 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,290 | 103 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||