SEC 13F Intelligence

Conscious Wealth Investments, LLC / SCHW

Conscious Wealth Investments, LLC’s Schwab Charles Corp Position

Does Conscious Wealth Investments, LLC own Schwab Charles Corp (SCHW)? Yes — 38.8K shares worth $4M (+2.17% of its 13F portfolio) as of Q1 2026, down from 39.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
38.8K
% of Portfolio
+2.17%
Quarters Held
10
currently held

Position History SCHW

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.8K$4M+2.17%
Q4 202539.8K$4M+2.44%
Q3 202544.2K$4M+2.48%
Q2 202544.7K$4M+2.80%
Q1 202544.7K$4M+2.62%
Q4 202444.4K$3M+2.30%
Q3 202444.0K$3M+2.17%
Q2 202443.7K$3M+2.05%
Q1 202443.7K$3M+2.42%
Q4 202341.2K$3M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Conscious Wealth Investments, LLC’s full portfolio or all institutional holders of SCHW.