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BNB Wealth Management, LLC

SEC CIK
0002111175
Latest filing
Aug 12, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by BNB Wealth Management, 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)
3,001
Value
$276.9K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SCHW by BNB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,001$276.9K0.2%+245+8.9%AddedHolders
Q1 20262,756$259.1K0.2%+7+0.3%AddedHolders
Q4 20252,749$274.6K0.2%–No prior filingHolders