Strive Financial Group ,LLC

SEC CIK: 0002090040
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

SCHW holding history

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

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q2 2026): 3
Value: $277
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of SCHW by Strive Financial Group ,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3	$277	<0.1%	+3	New	Holders
Q1 2026	0	$0	0.0%	−3−100.0%	Sold out	Holders
Q4 2025	3	$300	<0.1%	–	No prior filing	Holders