SEC 13F Intelligence

Variant Private Wealth, LLC / SCHW

Variant Private Wealth, LLC’s Schwab Charles Corp Position

Does Variant Private Wealth, LLC own Schwab Charles Corp (SCHW)? Yes10.0K shares worth $943,722 (+1.14% of its 13F portfolio) as of Q1 2026, up from 10.0K shares the prior filed quarter.

Position Value
$943,722
Q1 2026
Shares
10.0K
% of Portfolio
+1.14%
Quarters Held
6
currently held

Position History SCHW

Reported value by quarter
Q4 ’24: $773,563Q4 ’24Q1 ’25: $820,820Q1 ’25Q2 ’25: $931,209Q2 ’25Q3 ’25: $962,858Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $943,722Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.0K$943,722+1.14%
Q4 202510.0K$1M+1.04%
Q3 202510.1K$962,858+0.89%
Q2 202510.2K$931,209+0.97%
Q1 202510.5K$820,820+0.88%
Q4 202410.5K$773,563+0.74%

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