Skip to main content

Drucker Wealth 3.0, LLC

SEC CIK
0002031642
Latest filing
Jul 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Drucker Wealth 3.0, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
9,924
Value
$915.7K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of SCHW by Drucker Wealth 3.0, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,924$915.7K0.1%−1,028−9.4%ReducedHolders
Q1 202610,952$1.03M0.2%−113−1.0%ReducedHolders
Q4 202511,065$1.11M0.2%−2,305−17.2%ReducedHolders
Q3 202513,370$1.28M0.2%−4,343−24.5%ReducedHolders
Q2 202517,713$1.64M0.3%−10,917−38.1%ReducedHolders
Q1 202528,630$2.24M0.5%−8,895−23.7%ReducedHolders
Q4 202437,525$2.78M0.6%−2,592−6.5%ReducedHolders
Q3 202440,117$2.60M0.6%+742+1.9%AddedHolders
Q2 202439,375$2.90M0.8%–No prior filingHolders