Vertrix Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 2118328 TROY, MI

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,242,784

+$120,193 QoQ

Shares Held

13,469

+12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,115

of 2,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vertrix Wealth Management, LLC holds $8,676,126 across 4 Capital Markets names. SCHW ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	26,272	$5,491,898
2	GS	Goldman Sachs Group Inc	1,325	$1,340,065
3	SCHW	Schwab Charles Corp This page	13,469	$1,242,784
4	HOOD	Robinhood Markets, Inc.	5,997	$601,379

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,242,784	13,469	+12.8%	Shares	Sole	2026-07-09
2026-03-31	$1,122,591	11,945	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.